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FundsNetwork adds planning tool

FundsNetwork is adding a planning tool to its platform designed to help IFAs with asset allocation, growth modeling and risk assessment. The portfolio planner allows IFAs to tailor asset allocation strategies to their own investment views and then select a combination of filtering criteria to choose a fund. Features to assist IFAs giving face-to-face advice such as bespoke key features documents and personalised portfolio recommendation reports are also available.

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