With enhanced workplace efficiency at its core, our multi-purpose tools adapt to a wide range of roles and financial planning environments.
Wealth products offered in the United Kingdom
| Solution |
Description |
| Alerts Manager |
Automated exception-based rules assist advisers in monitoring their client data, and produce trend and risk management reporting for dealer audit teams. |
| Client Focus |
Comprehensive fact find and client relationship management (CRM) solution. |
| Client Online Access |
Gives investors access to their financial plans and other details live on the financial planner's website. |
| Debt Qualifier |
An integrated mortgage qualification and research tool, supporting loans and risk management. |
| IRESS Portfolio System (IPS) |
A scalable portfolio solution for managing and reporting on client portfolios. |
| Risk Researcher |
A fully interactive risk insurance solution, comprising all the tools necessary to determine client risk needs, assess, model and recommend risk solutions. |
| XTOOLS |
A powerful suite of calculators for identifying client needs and exposing business opportunities. |