Wealth Scenario Generator for Platform Providers
As financial services products become ever more complex, it is increasingly important that the financial advice process adequately assesses the risk and return balance within a client's portfolio, and how this fits both with their attitude to risk and their long term investment objectives.
Barrie & Hibbert's Wealth Scenario Generator for Platform Providers is a sophisticated software tool that covers an exhaustive range of inputs including:
- customer objectives
- attitude to risk
- investment strategies
- asset allocations
- cash flow scenarios
Integrating the Wealth Scenario Generator into a platform providers solution will allow users to project wealth outcomes across a full range of products and associated liabilities, and present the results in an intuitive customer friendly format.
Benefits
- Easily integrated alongside existing technology, giving your clients access to a market leading risk modeling tool.
- Can be customised to meet the demands of a variety of clients distributing via different channels.
- Provides a robust and auditable framework for risk assessment across an entire platform.
- Covers all major product wrappers and the new breed of sophisticated products, including guaranteed and alternative asset classes.