Fund analysis

Trust Intelligent Office to research funds and build investment portfolios

For financial planners and investment advisers, Intelligent Office (iO) contains a powerful fund analysis engine to help facilitate investment advice. The iO fund analysis tool is powered by Financial Express and enables investment professionals to research funds and build model portfolios without having to navigate away from iO.

Users can also compare client’s current funds with suggested model panels created across various attitudes to risk groups.

Fund analysis features

Some of the key features include:

• Research funds and build model investment portfolios
• Add clients to your bespoke investment portfolios
• Research funds based on a number of filters. For example crown rating, sector and performance
• View fund information, asset allocation, performance against bench marks via fact sheets