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.