TrustNet has launched a new service for IFAs called TrustNet Adviser offering fund selection tools whilst creating an electronic audit trail.
Leading tool in the new service is called Client Fund Profiler, which enables IFAs to match funds to clients’ attitudes towards risk. The tool works by comparing sectors and individual funds. Users can rely on built-in default settings, but full customisation is possible. Customisation also stretches to the while label factsheets tool. IFAs can print out factsheets labelled with their own company logos, used to support fund selection by clients. All factsheets are FSA compliant. Another tool provides measurements of funds by quartile performance, which is also linked to the factsh...
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