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Review and reporting

It’s crucial to periodically review your client’s portfolio and investments to ensure they still reflect their attitude to risk. We provide a range of easy-to-use online management tools to help you review your client’s investments, confirm your understanding of their goals, and ensure their investments remain appropriate going forward.

Investment solutions

When recommending that your clients use an outsourced investment solution, you are required to provide them with regular updates on how their investments are performing. The current options available in the market provide varying degrees of information and clarity.

Our range of reporting tools take the headache out of producing and sending these reports to your clients. They are easy to produce and simple for your clients to understand. They have been market tested with both advisers and customers to ensure they provide easy, concise, and relevant information.

Financial Adviser Verification