Communication is key to partnering with your clients in their investment journey. Keeping clients informed of the latest happenings is important with the rise in market uncertainties. The Investment Strategy Service seeks to do just that; provide solutions to financial advisors who can then walk with clients through the ups and downs of investing.
Here are some sample reports for you.
- Market Update: Understanding Recent Bank Failures March 2023
- Portfolio Update March 2020
- Rally Looking More Sustainable February 2019
- Investors Should Stick With Developed Markets July 2013
- Don’t discount a V-shaped recovery April 2009
White Label Solutions:
The Investment Strategy Service can customise reports that bears your organisation’s branding. These include marketing factsheets and market updates.