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Friends adds online tool to review portfolios

Friends Provident is offering a new internet-based investment portfolio planning tool for IFAs aimed at providing a flexible service.

Dynamic portfolio planner is intended to allow advisers to review and update client portfolios on a regular basis. Advisers can review data on the underlying asset mix of existing arrangements to see if action is required to cha-nge parts of the portfolio.

Features of the new tool include a risk questionnaire to drive client risk profiling which then feeds into 10 risk asset allocation models.

It also produces forecasts based on stochastic modelling techniques, which are upda-ted quarterly, aimed at providing accurate risk assessment to clients.

The service is free for IFAs who will get up to an extra 250 commission for online subscriptions.

Henning says: “With the FSA and the ABI looking closely at the ongoing advice process, the rebalancing of a client’s portfolio on a regular basis is a strong added-value service.”


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