Chartwell is launching a recommended funds list on its online direct investment tool the Investor Centre, the provider tells IFAonline .
James Davies, investment research manager at Chartwell, says the tool will become available to clients in the next month.
The tool will list 31 funds in categories including UK equities, the US and Japan. Chartwell will review the list quarterly and could add up to five funds each quarter.
Davies says: “We’re not giving advice with these funds, we’re giving guidance.”
The provider also hopes to launch a risk profiling tool on the Investor Centre by the end of the year. The tool will ask clients questions to assess their investment personality and give them a sample typical asset allocation based on the results.
Earlier this month AXA Wealth Management launched an ‘express’ version of its online planning tool, which allows IFAs to transact new business in five steps. The 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.
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