Retail Distribution
As the financial services landscape changes, financial services companies are competing to develop increasingly sophisticated products that seek to offer a better profile between risk and return.
What’s more, with a heavier regulatory burden focused on Treating Customers Fairly, providers, distributors and advisers have to be able to communicate the risks inherent in these products to customers.
To meet this challenge, the financial planning process needs to capture the true risks in financial products, and it is vital that the planning process includes a robust risk modelling toolset.
Our Products & Services for Retail Distributors:
- Wealth Scenario Generator: A market leading risk modeling service that helps you build projections that reflect customers desired outcomes across a range of products, whilst at the same time helping you effectively communicate product risk to them.
- Product Risk Analyser: As part of the advice process, this service can be used to benchmark products across a range of measures including, features and risk measures.
- Product Risk Monitor: Updated on a quarterly basis, this service allows you to review products and their underlying assets against customer risk profiles on an ongoing basis.
- Asset Allocation Service: Allows you to develop strategic asset allocations in line with your customers risk gradings.
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