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Want to be able to look into the future and understand the likelihood
of achieving investment goals?
Understanding the probability of achieving investment goals will
encourage your client to seek the most suitable investment mix within
their particular risk band. Our Investment Analyser tool helps you
to demonstrate how the likelihood of achieving particular goals
can be improved by illustrating various potential solutions. Your
clients will have a better understanding of how their investment
portfolio will perform in the future, building their confidence
in your advised solution.
The Investment Analyser provides financial advisers with a compliant,
professional and flexible method of reviewing each client’s
investment portfolio, improving the likelihood of achieving particular
goals while managing the amount of risk that a client faces. This
is delivered by accessing a sophisticated economic and financial
model, which uses forward-looking scenario planning to identify
the probability of achieving specific investment goals.
The key is to access this complex information while having the
ability to demonstrate interactive solutions in an easily understood
and presentable way. Added benefits include the ability to customise
screens/printed reports and enhance functionality by including specific
financial planning modules.
WHY decisionsdecisions?
Flexibility
Our tools are modular and flexible. You can choose the components
you need from us. Our modules are designed to plug in to the framework
seamlessly and communicate with each other without long development
or customisation periods.
Experience
Our expertise is recognised by several large insurers who are currently
using our investment analysis tools as part of their extranet service.
We’ve delivered more financial planning systems than any other
supplier, giving us invaluable experience in implementation and
integration and confidence in delivering to strict timescales.
Investment & Technical Expertise
- We have experience in developing bespoke online applications
to meet individual clients’ own varying requirements and
have a flexible approach to working with clients throughout the
development and implementation. Our in depth knowledge of stochastic
modelling and investment risk aids our ability to deliver robust
solutions.
- We have sole access to the market leading stochastic modelling
tool, which is owned by Barrie and Hibbert, the financial-sector
risk consultancy. Barrie and Hibbert are market leaders in stochastic
modelling research and development and currently provide consultancy
and online applications to over 70% of the UK financial services
industry.
- Additionally, as Barrie and Hibbert are our sister company
we can benefit from advanced investment and modelling research
to help design model portfolios, etc.
Focus
Our financial planning tools have been developed solely for the
financial adviser market.
Ongoing Development
We are at the forefront of developing new financial planning tools
and are constantly updating our tools to take account of new legislation
and products.
Integration with Quay Software
Our financial planning tools are integrated with Quay software allowing
the exchange of data
Contact us now for a demonstration.
Company details
Iain Horn
decisionsdecisions
48 Melville Street
Edinburgh
EH3 7HF
Tel: 0131 625 0229
Fax: 0131 625 0215
Email: iain.horn@decisionsdecisions.co.uk
www.decisionsdecisions.co.uk |
