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Winterthur upgrades portfolio projections

Winterthur Life is offering an upgraded version of its online adviser service which is designed to provide product and portfolio analysis.

The service is added on to Winterthur’s adviser toolkit and gives advisers access to investment analysis and research of all UK unit trusts, Oeics, life and pension funds.

It includes the option to scan client portfolios to display information on asset allocation and portfolio construction and allows the adviser to see third-party products that the client may hold outside Winterthur’s product range.

Interactive charting enables the adviser to study past performance and future projections of a client’s portfolio. It also shows asset allocation and exposure.

Director of distribution David Thompson says: “The service is designed to support advisers when initially selecting and then managing Winterthur’s tailored selection fund platform available via the Winterthur Life personal pension. By enabling advisers to analyse information on non Winterthur holdings as well, our new adviser services solution provides a comprehensive client and portfolio analysis capability.”

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