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Retirement planner:

Retirement Planner enables advisers to create powerful retirement strategies for their clients and select appropriate products and funds. Unlike traditional systems, Retirement Planner incorporates risk profiling, asset allocation and portfolio construction into a single process, giving advisers a consistent and seamless approach to creating a retirement plan. The result is that high quality, professional retirement plans and recommendations are created quickly and easily.

Key benefits:

• A sophisticated tool for advisers to help them provide a high quality service, quickly, easily and more compliantly
• High quality, robust, recommendations created easily and consistently
• Help advisers position products or funds within client portfolios
• Build stronger relationships with advisers by providing the tools they need to provide great advice

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