Financial Planning
As one of our many solutions the new and advanced financial planning tool offers comprehensive and effective value to firms and advisers undertaking Investment or Pension business. It represents a compelling choice for professionals who advise in these areas. We understand when advising a client on any investment matter and to meet TCF requirements, you need to ensure an appropriate investment strategy is selected. However, to enable you to do this, you need to understand your client’s attitude to risk and take into account their current circumstances, aspirations and needs.
Investment and Pension advisers can quickly and efficiently self serve new and existing client reviews to ensure they are on target to meet their goals in a fraction of the time it traditionally takes. If we assume an adviser undertakes a combination of 10 reviews or new client planning sessions per month, this is an effective saving of £1,500pm.
This functionality works in conjunction with the Towers Perrin stochastic asset models and eValue forecasting engine. This suite of tools is available integrated within the Intelligent Office package. It is extremely competitively priced at a fraction of the monthly savings made by using our technology.
It all provides a level of integration that is unmatched in the market today in terms of available analysis and financial planning solutions
With the Financial Planning tool within Intelligent Office, servicing your client’s needs can now be made simpler and conducted in a more efficient manner. Amongst the key benefits within this functionality is the fully integrated nature of the offering, saving many hours of time, no data is required to be keyed as existing plans and assets are utilised. The quality of the tools are second to none and would costs many hundreds of £££’s per month per user if sourced externally.
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