AXA Wealth Management has launched an ‘express' version of its online planning tool, which allows IFAs to transact new business in five steps.
The tool is a simplified version of AXA’s more complex AXA Planning Tool, which Tony Moore, proposition manager at AXA, says is aimed at the “more sophisticated end of the market.” Express Planning Tool allows advisers to assess clients’ attitudes to risk, create target asset allocations to match clients’ risk, select model portfolios from OBSR and AXA IM. The tool also allows IFAs to produce analyses of proposed asset allocations against clients’ targets, request quotations for proposed portfolios and produce tailored reports. Tony Moore, proposition manager at AXA, tells IFAonline: “It...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes