Process:

Advisers need to see how solutions compare, and rate the performance as against other funds, and be able to share that with their clients.

Advisers need to demonstrate to their client real-time what the effect is on changing their financial plan and either adding or removing their investments over time

Advisers need to be able to sign their clients up to use the DFM electronically with no paperwork.

Advisers need reporting on their clients and their business as it relates to their investment portfolios.

Outcome:

An integrated digital experience that delivers advisers the detailed insight and support they need to advice their clients on their investment portfolios real-time and on demand, with comprehensive reporting.