AXA launches 'express' planning tool

The tool is a simplified version of AXA’s more complex AXA Planning Tool, which Tony Moore, proposition manager at AXA, says is aimed at the “more sophisticated end of the market.” Express Planning Tool allows advisers to assess clients’ attitudes to risk, create target asset allocations to match clients’ risk, select model portfolios from OBSR and AXA IM. The tool also allows IFAs to produce analyses of proposed asset allocations against clients’ targets, request quotations for proposed portfolios and produce tailored reports. Tony Moore, proposition manager at AXA, tells IFAonline: “...