Centralised product research and filtering
We help financial advisory firms choose the best products for their clients. We do this by understanding the firm’s business, target market, and client preferences. We then research and analyse different products, and filter them based on the firm’s risk tolerance, investment philosophy, and client preferences.
The result is a panel of products which have been shortlisted for specific use cases, such as offshore bonds, Inheritance Tax planning solutions and tax-efficient investments.
We provide clear and detailed reports on the shortlisted products, so the firm can make informed decisions on a case by case basis. We also make sure that the process complies with regulations.
Our services help financial advisory firms enhance their product offerings, streamline their selection process, and ultimately deliver superior value to their clients.
