Investment Planner

Review the risk and return of various investment scenarios.

  • Our Investment Planner interactively presents risk-return forecasts for different risk profiles and cash flows, helping advisers to quickly explain the implications of investment decisions.
  • Cash flows, investment time horizons and risk levels can be varied to show the impact on a client’s investment goal.
  • The planner operates gross and net tax allowing for effective ISA planning as well as other taxed investments.

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