A comprehensive suite of investment research and planning tools
Free for advisers
Powered by DFM data
Research and due diligence
Analyse model portfolio and fund data for 80+ Discretionary Fund Managers
Easily compare their performance, positioning, and latest portfolio changes
1,500+ portfolios risk rated
Conduct whole-of-market analysis to find the right DFM strategy range for your clients
Adviser planning tools
Risk profiling: Capture a client's risk profile using the risk profile questionnaire and create a client specific report
Cashflow Modelling: Plan your client’s finances and model the probability of meeting their expected future expenses
Client investment reports: Create white labelled, fully branded recommendation reports showcasing your client’s current portfolio with a proposed portfolio, with illustrative costs
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