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 portfoliosUpload existing client investment portfolio into the system

Review current weightings

review current weightings

Review current weightings and risk level of the portfolio. Check to see if funds are still desirable/performing as required

Rebalance porfolio

Rebalance portfolio to fit within current/new tolerances and potentially reduce the combined AMC for your client

Recommend new portfolio

recommend new portfolio

Recommend rebalanced portfolio

Call us on 0808 1000 804 or email sales@defaqto.com to find out more.

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