Friends Provident has upgraded its web-based investment portfolio planning tool, Dynamic Portfolio Planner (DPP), after consulting with IFAs on how it could better reflect their needs.
The upgraded tool now offers a greater range of services to help IFAs plan their clients’ portfolio more effectively.
The DPP enables accurate client risk profiling, guidance on efficient asset diversification as well as fund portfolio construction.
Enhancements to the platform include:
There is also a separate tabular format based on the underlying fund sectors for IFAs to see the range of fund charges at a glance.
Friends Provident says once an appropriate fund portfolio has been constructed, there is now a new ‘Get quotation’ feature that automatically transfers client information and the funds selected to pre-populate the Friends Investment Portfolio Bond (IPB) online quotation and application systems.
There is also a revised client Financial Plan that now includes an IPB product and fund recommendation.
Jim Henning, investment marketing manager at Friends Provident, says: "The enhancements we have made to the DPP show that Friends Provident is committed to providing tools that reflect advisers’ needs. We are proud to offer IFAs a consistently innovative tool that provides a detailed and objective investment plan, tailored to meet their clients' goals.”
Access to the Dynamic Portfolio Planner is available via Friends Provident’s IFA extranet site www.friendsprovident.com/ifa/dpp.
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