Investment Solutions

As the range of management platforms evolve and grow we look to take advantage and improve the service to our clients. New facilities become available all the time and the improvements to our MultiManager platform give us new and varied possibilities. These new facilities are described below:

Create A Client
Your data is at the core of the system. The new business applications are automatically pre-populated with your details, and we are able to manage and value investment at a client level, aggregating multiple valuation statements into one report. We need only key this information once - we can then pick your details up for re-use at any point in the future.

Write Business
Utilising award-winning technology, our online application service provides paperless submission for all products. Fully incorporated into the investment tools, the online application process produces a full audit trail and a client report, allowing us to streamline new business administration.

Research Funds
We are able to research a full range of over 900 funds with one of the most comprehensive analysis tools available. With fund factsheets, and online reports available for every fund, we can quickly produce tailor-made research to assist our fund selection process.

Risk Profiling
Using a brand new risk profiling questionnaire we are able to assess your attitude to risk. The outcome is a risk value between one and ten which will illustrate your willingness to accept a certain level of volatility. This gives us a robust science to support our recommendations.

Construct A New Portfolio
Our investment tools allow us to construct a portfolio using a variety of methods. With Optimised for Yield or Growth portfolio models, consensus models from Lipper or pre-prepared portfolios from Skandia Investment Management Limited, we can tailor portfolios based on your attitudes to risk.

Manage Existing Portfolios
Once we have created a portfolio, we can re-use it with any number of clients. Any changes to the portfolio can be applied to all clients linked to the portfolio via a unique bulk switching functionality.

Reviewing Your Investments
Managing existing assets could not be simpler. Consolidated valuation reports and the U-Skan investment analysis report are automatically available for all existing products. Online switching, including bulk switching, completes the review process.

Comprehensive Reporting
We have access to a broad range of reports to support the new business and review process. All the steps in creating a portfolio are captured in a unique audit trail that we can return to at any time. In the spirit of 'best of both', we can also now choose from an in-depth asset analysis report designed for internal use, or a condensed clients version. All of these reports are available at the click of a button and are created automatically with the client application process.

It is our belief that these improvements to the MultiManager platform will improve our service to you, our clients.