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 whil...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
