This week, Mark Loosmore of AT8 Group looks at a pair of free ATR tools, one from Standard Life and the other from LV=/
One of the main topics of discussion we find ourselves involved in at the moment is the use of technology to support the identification of a client’s attitude to risk and the communication of risk to clients. We have looked at several solutions provided by software houses to help advisers in this area – including systems like FinaMetrica and the recently rebranded eValue FE – but there are also ‘free’ solutions available from the product providers and platform operators. This week we take a look at two of these – one from Standard Life and one from LV=. Standard Life products Standa...
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