Financial advisers, wealth managers, private bankers and advice networks
We help our customers in bringing appropriate products to the marketplace in order to meet investor needs and fit the regulatory frameworks. Advisers, wealth managers and advice network recognize and trust our BRating and proprietary statistics (cross proprietary assets peers classifications methods)
- Demonstrate the value of the simple and effective investment process to your clients and prospects
- Offer your clients top quality advice, showing the value of the research, advice and monitoring processes that you have in place
- Use comprehensive graphics tools to facilitate your clients understanding of risk and reward and to demonstrate the impact of previous successes
- Unlimited online storage of risk questionnaires, portfolio and fund information
- Top level quality / price products
Contact us today if you would like to find out more about analytics tools for financial advisers.