Keydata has launched a website service for advisers, which offers educational content and marketing aids for investment professionals.
The company says the online valuation service is one of the first of its kind to be offered by a structured products provider within the UK. Features on the website include an online valuation service, which enables financial advisers to review details of their clients' Keydata investments quickly and securely. An adviser tools section is also included, which has tools and guides such as using structured products in portfolio construction, marketing support, a glossary of financial terms and a guide to online valutions. A library including product literature, guides, application fr...
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