Get ready for our new Rapid Reviewer which will enable you to
complete your client reviews quickly and easily.

A New Time Saving Tool which:

  • Provides rapid reviews for individual clients, multiple investments and group pension arrangements in one go.
  • Includes a bulk upload feature which significantly reduces time spent entering fund information for analysis.
  • Compares existing portfolios with a remodelled portfolio, including past performance, within the same report.

Delivering Real Value:

  • Reviews and compares the fund performance within Pensions, ISAs, Bonds, GIAs, savings plans and other investment products.
  • Illustrates the cumulative past performance rates in monetary terms and as percentage growth.
  • Shows relative performance of the existing fund(s) against sectors and selected Morningstar Indexes.
  • Demonstrates all costs associated with the investment review period to meet MiFID II requirements.