Quilter Cheviot has launched an investment proposal tool with the aim to support advisers with the implementation of its on-platform managed portfolio service (MPS) investment proposition to clients.
The tool should be able to create a proposal for a client that outlines the account type and value, the investment objective, time horizon and risk tolerance, the platform on which they will be invested, the pricing structure and expected charges and the strategy factsheet. The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations. It will sit on Quilter Cheviot's MPS Hub, the wealth manager's portal that allows advisers to cobrand the latest factsheets for Quilter Cheviot's platform MPS strategies with their...
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