Axa Wealth Management is to launch a new ‘express' version of its Axa Planning Tool, which it says will enable advisers to transact new business quicker.
The tool allows advisers to: Assess the client’s attitude to risk Create target asset allocations to match the client’s risk profile Construct portfolios by selecting model portfolios from OBSR and Axa IM, or get access to Axa’s fund range through its fund centre Produce a comprehensive analysis of the proposed asset allocation against client target Request quotations for the proposed portfolios Produce tailored reports The tool will be available through Axa's website from Monday.
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