Review, re-balance and recommend existing client portfolios
Review the risk and suitability of your client’s existing portfolio against their required risk level and move them onto clean share classes in 4 easy steps.
Upload existing portfolios
Upload existing client investment portfolio into the system
Review current weightings
Review current weightings and risk level of the portfolio. Check to see if funds are still desirable/performing as required
Rebalance portfolio to fit within current/new tolerances and potentially reduce the combined AMC for your client
Recommend new portfolio
Recommend rebalanced portfolio
Call us on 0808 1000 804 or email firstname.lastname@example.org to find out more.