Huguenot

Planning tools

Planning tools

Online financial planning tools are a core area of our expertise.

Whether they are for adviser led fund sales or for investment trusts, they act as a powerful springboard for advisers or clients engaged in – or interested in – writing investment business.

All our online tools...

provide real value for the user
enhance the web offering of the provider
deliver quality management information

...innovative, dynamic solutions tailored to your needs

Adviser web
tools >

Pre-approach, point of sale and post sale

Investments
trusts >

Savings for children, school fees planning etc

Fund
supermarkets >

Fully outsourced solutions for Wrap & supermarkets

Letter and report builder tool...

Customised pre-approach letters and post sales letters

Content rich reasons why letters and reports

Client specific fund reviews and reports

Illustration tool...

Multiple fund illustrations

Defined contribution and defined target options

Pre-loaded special terms for key distributors

'Internal-user' version for one-off special deals

High quality MI to drive sales conversion levels