Financial Services Industry
Industry: Email Alert RSS FeedFidelity offers IFAs a free with-profits analysis tool.
Investment Adviser, October, 2007
Fidelity FundsNetwork has launched a with-profits analysis tool on its platform to enable advisers to better understand their clients' investments.
The new service has been developed alongside Cazalet Consulting and consultants Towers Perrin Tillinghast.
It has been designed to allow advisers to review clients both in bulk and on an individual basis.
The free service is completely independent and assesses the state of clients' with-profits bond investments.
It also shows whether clients' underlying asset allocation is aligned to their needs and risk profiles.
David Dalton-Brown, head of Fidelity FundsNetwork, said: "When assessing a client's with-profits portfolio, it is imperative that advisers can identify the good...
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