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The new tool

QUALITY, PERFORMANCE AND PRECISION IN TODAY’S CHALLENGING ENVIRONMENT

Consultation

We have consulted extensively with advisers, platforms and product providers throughout the whole development lifecycle of the tools; design, specification, build and particularly testing.

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Functionality

The tools have been described to us by advisers, product providers and platforms as a game-changer. No other tool set provides this range of functionality. No other tool set of this type is so easy to use.

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Comparisons

It is becoming increasingly difficult to compare platforms and products. More platforms are moving to stepped and tiered charging structures. Multiple classes of the same fund can co-exist on a platform. Suprisingly, we have found no platforms or tools that are capable of creating illustrations that calculate the impact of consolidated charges across more than one tax wrapper at all growth rates prescribed by the FCA.

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