Show that your existing advice process is robust and compliant.

Group 11001

Our forward-looking and customer-outcome focused financial planning solutions enable you to...

  • Increase efficiency by integrating all client information, in one place
  • Grow your business and profitability
  • Spend more time with your clients
  • Communicate consistent information, based on accurate underlying calculations
  • Combine robust risk profiling and investment modelling
  • Provide advice that is suitable and compliant, every time

Demonstrating your advice’s credibility and suitability through a robust risk reduction process will reduce your PI’s cost and reduce the regulatory risk.

Fund Risk Rating Service

Quickly and accurately risk rate any portfolio or fund range. We do this by applying a consistent and robust approach to determining the fund’s risk compared to the asset allocation benchmarks from any standard risk profiling questionnaire or process.

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Group 13935

 

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