IFA asset allocation tool launched by threesixty

clock

FEE-based IFA support services provider, threesixty, has launched a new asset allocation tool for its clients.

Created in conjunction with consulting actuary firm, AKG, it has been developed in response to advisers' concerns surrounding asset allocation tools supplied via product providers' websites, and the influence that providers have on them. David Ingram, threesixty partner, said: "Asset allocation is an important part of portfolio design and, according to some research, can account for over 90pc of the total return of a portfolio. Matching a client's 'attitude to risk' (ATR) to an investment portfolio is an area where asset allocation is the priority." AKG's Nigel Balchin added: "We have ...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Technology

Twenty7tec rolls out integration to 'boost' adviser planning

Twenty7tec rolls out integration to 'boost' adviser planning

Adviser platform integrates with FinCalc

Isabel Baxter
clock 30 July 2025 • 2 min read
Lack of tech integration hindering adviser revenues

Lack of tech integration hindering adviser revenues

Advisers still spending significant periods of time on manual tasks

Isabel Baxter
clock 28 July 2025 • 2 min read
Adviser duo launch back-office tech system

Adviser duo launch back-office tech system

IFAs Nicholas Ryan and David Mills unveil Pilot

Isabel Baxter
clock 23 July 2025 • 3 min read