INTERACT
TOOLS

Take your client conversations to the next level with our interactive tools. Bring your client meetings to life, support your conversations and reinforce key insights into investing wisely.

Tools designed to support you and your clients

Manager allocator

Use this tool to easily produce a report that shows the asset, fund and manager allocation of your client's portfolio.

Access tool

Economic Dashboard

A visual tool to help you talk to your clients, this dashboard identifies a few economic and market indicators to help the identify current economic health and general market trends.

Cycle of investor emotions

Take a look at the impact the markets could have on our emotions.

Access tool

Value of staying invested

Although the markets might return a loss in difficult years, this tool shows the returns a client could have experienced had they stayed invested. Using weighted averages, it also demonstrates the difference in volatility and returns between lower risk and higher risk strategies.

ACCESS