Risk profiling software developer FinaMetrica has launched a robo-advice toolkit targeting investors with under £100,000 to invest.
Investor Profiler creates investor scores which link to a range of multi-asset portfolios. The tool is intended for advisers who have clients with simple investment goals, or for use by directly consumers....
75 advisers involved in IRESS Labs
Free to download
More than 7,000 users
Hanging on the telephone
'Automate the process'
Following M&G suspension
No change in the 'near term'
UK goes to the polls on 12 December
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
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