April Upgrade Completed - New Features
Investment Proposition Review
The new section has been designed to enable you to detail each of your clients existing investments currently being serviced by your company. You will be requested to detail the strategy previously serviced and how you intend to service their investments moving forward.
The areas of your service that can be detailed are as follows:
- Wrap / Platforms
- Investment Mandate
- Investment Research
- Investment Strategy
- Asset Allocation
- Portfolio Drift
- Investment Style
IPR Introduction
Special introduction to be used with the new Investment Proposition Review.