We can help advisers with their broader proposition

CIRP

​​Advisers should keep their Centralised Investment & Retirement Proposition up to date with evolving regulations.
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Investment Committee Support

By "insourcing" our research team, we can provide additional resource around asset allocation and fund research to your Investment Committee as well as enhanced reporting.
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Regulatory Support

We can review your proposition documentation with reference to evolving regulatory guidance and best practice.
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Analytics, Factsheets & Reporting

We can provide powerful portfolio analytics using our proprietary software and databases, as well as generate factsheets for discretionary or advisory portfolio solutions.  We can also assist with regular market commentary and reporting.
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CPD

We author both PFS-accredited and CISI-endorsed CPD.
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