Our tools help both advisers and end users unravel the complexities of financial decision-making. You'll find a tool for every need – whether that's understanding risk suitability, investigating retirement options or analysing portfolios.
To help people make the most informed decisions, the majority of our tools are available in both adviser versions and consumer versions. Everyone has access to the same tech – making sure everyone's on the same page. In most cases, the adviser versions have added functionality.
You can either use our tools off-the-shelf, configured to your needs. Or, you can tailor a tool to your specific requirements, creating a bespoke version for your organisation.Get in touch to find out more
This easy-to-use risk profiler tool lets you understand a client's risk tolerance using either pre-set or bespoke questions.Read more
With 3-in-1, your consumers can see their retirement choices side by side. They can easily compare the information to make better decisions.Read more
Use Retirement Planner with your customers to alter their retirement options and targets, and help them stay on track for retirement goals.Read more
Give your consumers detailed guidance for their retirement options. PFP is a comprehensive review of their pension and helps them take action.Read more
This simple tool lets you display forecasts of a stocks and shares ISA and how it may perform over time, and compares this to a cash ISA.Read more
Use Fund Picker to help your customers build a portfolio suitable for a risk profile and term. It ensures compliance while delivering great service.Read more
Portfolio Analyser lets you optimise portfolios by quickly identifying how to invest to get the best possible return, depending on risk profile.Read more