Advised 

The IFA network is hugely important for the product provider. It’s also hugely diverse. So how do you satisfy them all?

It’s simple really. You provide a comprehensive, yet flexible platform that allows each and every adviser to get exactly the products and services they need. So they can do the same for their clients.

Our advised platform is a powerful combination of web-based technology and a live investment service that allows advisers to streamline their whole client relationship. It also allows them to comply with recent regulatory changes and move to an unbundled pricing model. Easy to run, easy to administer, our platform frees up precious time for advisers to manage their existing clients and generate new business.

Here’s just some of what your advisers can do:

• Create and manage their clients' financial plans;
• Utilise sophisticated modelling tools;
• Work with business management tools;
• Create and manage investment portfolios;
• Perform bulk re-balancing;
• Perform regular reviews in a highly automated model;
• Give their clients complete access to their portfolio.