This tool enables advisers to deliver quality investment advice online, directly to the consumer (D2C), broadening services to clients who traditionally haven’t sought advice, including fee-averse customers and younger generations. Efficient engagement, mobile enabled, digital solutions hold significant appeal to this largely untapped market.
With so many investments available, it can sometimes be difficult for individuals to make the right choice.
This service recommends a savings product to your client depending on their goals and priorities.
Map your existing advice process, and your risk profiles to specified fund universe or whole of market (Dependent on advice permissions).
A2Risk: ATR profiling tool
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