Winterthur Life has launched an enhanced online adviser tool for investments including the ability analyse holdings of third party products.
The service builds on Winterthur’s existing services and tools to create a tool designed to help advisers and their clients work out the best method of asset allocation for their portfolio. Winterthur says it decided to improve the existing online tools following research it carried out among High Net Worth (HNW) clients of advisers, where investments was one of the top three reasons, at slightly below 80%, for visiting an IFA, just behind the surprisingly in demand service of will writing. In addition the research reveals 36% of HNW clients prefer to do their own research on funds wh...
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