Resources
See our full collection of guides, whitepapers, eBooks and reports available to download
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Targeted Support - A New Beginning
The introduction of targeted support has the potential to be the most significant change to the distribution landscape in a generation, but we’re only going to realise this if we grab the opportunity.
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Guide to EV Income Risk Methodology
Would you like to know how you can revolutionise your advice suitability process for income? And are considering switching to a different income or retirement risk profiling solution?
Guide to Modernising Your Financial Planning Advice Process & Technology
In this guide, we unpack the effect software can have on your advice process and how to approach modernising your tech stack.
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The Complete Guide to Embarking on a Digital Advice Process
Discover the key considerations and steps you will need to take on the journey to beginning your digital and hybrid financial advice transformation in one comprehensive guide.
Why Embracing Technology in Financial Services Is Crucial For Adapting to Rapidly Evolving Consumer Behaviours
New technologies like automation and artificial intelligence (AI) enable more efficient processes, better customer relationships, reduced human error and improved profitability.
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Technical Guide to Attitude to Risk Profiling
This guide explains the reasons you might want to change, and the steps you need to take to make the change as straightforward and seamless as possible.
An Adviser's Guide to Supporting Client Income Objectives
Understand the concept of ‘income at risk’, so you can easily explain it to your clients, allowing you to seamlessly incorporate it into your existing advice process.
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Ultimate Guide to Investment Pathways
This 16-page guide, explains everything from how to meet your new obligations, to shaping strategies to choosing the right asset model, and more!
How do we Risk Rate a Fund or Portfolio Mockup
To learn more about our risk-rating methodology and how it can help promote your range of investment solutions, please download our helpful guide.
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The unadvised nation
For most people, the most important question is rarely ‘how much do I have?’ and more often ‘do I have enough for what I want in life?’...
Stochastic vs Deterministic eBook
Read our eBook to see how a stochastic model can benefit both you and your customers, and learn about the risk of using deterministic models...
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Appropriateness Report Preview
Our unique report analyses each of the four pathway solutions in depth based on the characteristics of non-advised consumers using drawdown, their risk profile and capacity for loss...
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Drawdown: The Mirror Image of Accumulation
In the report, we take a deeper dive into how the industry can better support consumers preparing for, at, and in retirement...
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Hybrid and Digital Advice: Driving Transformational Change, at Last!
Consumer trends and technological advancements are dictating the rapid transformation of the financial advice sector, and a digital and hybrid offering is key to future profitability and consumer satisfaction...
Checklist to Choosing the Best Financial Adviser Software for Your Firm
Choosing adviser software is less about comparing pricing and technical spec and more about the suitability of the solutions for your unique business needs...