Add value to your client reviews with new customised report tool
Friends First are delighted to introduce an innovative new tool, our Customer Investment Review, designed to help you enhance your client reviews. By using the tool to review and analyse your client’s portfolio from the perspective of risk, you can assess whether the portfolio is still suitable for their current appetite for risk. If not, then the tool allows you to amend the fund mix to find a more suitable portfolio.
The Customer Investment Review tool then assists you in producing a customised report which you can use with your client. This includes charts for all of the asset and fund splits as well as the option to append your choice from a range of other information including fund factsheets, performance charts and your own PDF uploads.
To start discovering the value of the Customer Investment Review log on to brokerfirst.ie, select a client and their portfolio to review and start running the tool.
In addition, we have added a new report option to the “Other Reports” menu for our Annual Statements where you can request a list of your clients who will receive or have received an annual statement within a specified date range. This will allow you to diary an appropriate time for reviews with your clients.
For further information about any of these new tools please contact your Account Manager.