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The UK's leading platform and product research tool

informing the placement of over
£300 billion of assets by 14,000 advisers

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cash flow planning webinars now being scheduled

Places are strictly limited so click here now to book your place on one of our webinars.

 

 

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The tools

The AdviserAsset tool set comprises a product and platform charge comparison tool, a platform due diligence tool, a pension switching analysis tool, a drawdown analysis tool, a lifetime cash flow planning tool and a risk profiling tool. A unique and high performance resource for advisers in today's challenging market place.

 

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Risk profiling tool checklist

Regulators have significant concerns about risk profiling tools and approaches. Click here to download our tool checklist...

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2018 adviserasset platform ratings

We have just announced which platforms have been awarded Platinum status for 2018.

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The new adviserasset cash flow planning tool

Very quick and easy to use, but high flexible and providing deep levels of insight.

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