Friends Provident has upgraded its web-based investment portfolio planning tool, Dynamic Portfolio Planner (DPP), after consulting with IFAs on how it could better reflect their needs.
The upgraded tool now offers a greater range of services to help IFAs plan their clients’ portfolio more effectively. The DPP enables accurate client risk profiling, guidance on efficient asset diversification as well as fund portfolio construction. Enhancements to the platform include: A new improved format of investment arrangements and reports, making it possible to add an arrangement by the type of ‘wrapper’ and the fund(s) belonging to each wrapper. Target asset allocation performance history, highlighting the benefits of diversified multi asset class portfolios over several e...
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