Honister Capital deploys adviser planning tool to staff

The online technology combines fund and product data with probability modelling and risk profiling techniques. It will allow advisers to view their clients' portfolios alongside their risk profile and expected return on investment, carry out regular rebalancing to optimise returns, and predict likely future returns. The company said the technology will help advisers to demonstrate the value of financial advice to their clients. Jason Chapman, product and marketing director at Honister Capital, said: "The retail distribution review is challenging advisers to create a new propositio...