This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
X
MM-Cover-Small-210814.jpg

Durell offers free portfolio analysis tools

  • Print
  • Comment

Software provider Durell has launched a suite of portfolio analysis tools for advisers and their clients. The tools are included free within advisers’ existing software package and clients can access them through their adviser’s website.

The tools show fund price and valuation histories and allow advisers and clients to interrogate fund performance by asset class to assess their weight in each sector and risk split.

Durell director Robert White says the tools allow clients to avoid platform costs but still view their investments in a centralised location.

He says: “Our client-facing analysis allows advisers to add value to their client relationship and make their review process easier.

Anything that increases the perceived value of an adviser’s service without adding cost is an important development in light of the continued economic climate.”

FTRC director Ian McKenna says: “One of the key challenges for advisers is to be able to work with clients at a price they can afford. The sort of thing Durell is offering is very much the future for advice.”

  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

The Money Marketing CPD Centre
Build your annual CPD - you can log and plan your CPD hours for free with The Money Marketing CPD Centre.

Taxbriefs Advantage
Advantage is a digital reference source giving unbiased, independent, answers to your technical queries. Subscribe to Taxbriefs Advantage.

Have your sayEdit my profile/screen name

You must sign in to make a comment

Fund Data

Editor's Pick



Poll

Do you think interest rates will rise before the end of the year?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments