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Asset allocation made easy
It's not easy to design an investment portfolio for your clients when there are over 14,000 collective investment vehicles to choose from. Selecting the best quality fund managers and regularly reviewing client portfolios is time consuming.
At Friends Provident we understand you need support to build stronger relationships with your clients. We believe our new Dynamic Portfolio Planner (DPP) can help you make well-researched asset allocation decisions.
DPP is an advice-led, web-based modelling tool that analyses thousands of simulated investment scenarios. Having incorporated your client's investment goals, DPP suggests an optimum asset allocation for each client's risk profile.
| Dynamic Portfolio Planner: |
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is intuitive and easy to use |
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takes into account your clients overall portfolio |
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develops a high quality lifetime plan |
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forecasts future returns through stochastic modelling |
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saves you time, so you can generate new business |
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provides a clear audit trail for the regulators |
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includes 7 carefully blended sample portfolios from OBSR |
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| For more information, contact your Friends Provident consultant or call our e-business team on 0845 6000 670. |
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