Allow clients to take control of their savings by providing a personalised investment recommendation for a lump sum or a regular payment, together with regular reviews.
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.
Invest into a Stocks and Shares ISA to build savings for the long term. Available for lump sum or monthly payments.
Additional investment types:
If the Stocks and Shares ISA allowance has been used up or another tax wrapper would suit better, have GIA (Unit Trusts), JISA, SIPP, Junior SIPP or LISAs recommended instead.
Retain existing product:
If current investments are still suitable, the client can add an additional lump sum and regular amounts.
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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