Tenet, the IFA group, has launched an online financial planning platform.
The group has added the tool, PlanLab, to its support services arm, IFA Professional. Tenet says advisers can use PlanLab to generate client reports and presentations. Advisers can access the site for free and receive free online training. PlanLab charges users on a pay-as-you-go basis for all reports and offers IFA Professional members a specially negotiated discount. Tenet designed the reports to analyse a client’s future cash flow for eventualities including retirement, disability or premature death. Users can then demonstrate alternative strategies to clients. The platform al...
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