AdviserLogic has added more features to its software solution; a bulk Record of Advice (RoA) solution and enhanced functionality for its risk comparison system, RiskLogic.
AdviserLogic head of product development, Daniel Gara said the bulk RoA solution enables the software to detect when clients’ portfolio asset allocations have drifted away from strategic asset allocations. Advisers can also automatically run a bulk RoA for portfolios that have fallen outside their strategic asset allocation bands.
“In just a few seconds, AdviserLogic generates the records of advice needed to recommend portfolio rebalances back to reflect the model portfolios that match the clients’ risk profiles,” he said. “Alternatively, if advisers want to adjust particular assets, they can change the model portfolio and run a bulk RoA across all of the clients requiring it. It will automatically create a file note and then generate the document ready for sending.”
AdviserLogic is also enhancing its risk comparison system, RiskLogic and has added extensive research to reflect several new trauma definitions for new types of cancer as well as deeper levels of research across most research points.
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