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This is a topic that has, and is, continually being discussed in many forums and it would seem that the challenges are mounting almost by the day. RDR, TCF, Risk Profiling and Due Diligence are slowly starting to have an impact and FAIS Ombud determinations are causing alarm bells to start ringing, Many IFA’s, especially the smaller practitioners, are seriously considering exiting the industry or merging with larger operations in which case business valuation then becomes a contentious issue. Owning a practice that has regular & predictable fee income is far easier to value than one with erratic, unpredictable income streams.
Those smaller IFA’s that choose to remain in the industry are looking for solutions that can help to deal with these problems and enable them to retain their independence & build a business that has a quantifiable value.

The modular structure of the Enhance Investor Tool harnesses world class resources and allows IFA’s to activate the integration of these resources into their own version of the tool. We have paid attention to providing advisors with customisable solutions that enable them to communicate effectively and regularly with their clients through the powerful search and query and bulk emailing functions built into the CRM Tool.

A recent development has been the introduction of a Telephony function. Provided the the Advisor has a compatible VOIP Internet Telephone System, they will be able to activate this function and will then be able to record and save telehone conversations.

Advisors are able to allow clients access to their own online files, update changes to their personal information & perform their own planning through the Robo Planner / Personal Planning Portal

We have long recognised the value of business partnerships and the significant role that effective partnerships can play in growing a business. To be an expert in all facets of the skills required to fill the role of a trusted advisor is rare indeed. In building our Enhance Investor Solution, we recognise this principle and we have chosen to partner with experts, rather than build a system from the ground up. By partnering with us, you will, in turn, be bringing some of the finest available skills into your practice and, by so doing, you will be addressing many of the challenges currently facing the smaller Independent Advisor.

Recent FAIS Ombud determinations are sending a clear message to Financial Advisors that credible Risk Profiling processes need to become an integral part of the investment planning and advice process and IFA’s need to be able to scientifically match a client’s risk profile to an investment solution.
In determining a Risk Profile, you need to determine a client’s Risk Tolerance, Needs & Objectives & their Capacity to endure investment volatility. By integrating the world renowned FinaMetrica Risk Tolerance tool together with the interactive Retirement Planning tool in the Enhance Planning Tools, the Enhance Investor process adequately addresses these FAIS requirements and will enable IFA’s to engage confidently with their clients when providing investment and retirement planning advice.
Combine this functionality with the ability to be able to match a client’s risk profile to a matching Model Portfolio, or one of your own portfolios, and you will have gone a long way towards implementing a well-considered & researched plan for your clients. By utilising our Model Portfolios or a portfolio constructed using the Glacier Shopping List, Advisors will be adequately addressing the Investment Portfolio Due Diligence challenge.

We recently demonstrated our Investment Planning and Risk Profiling process to the FSB who, whilst not able to formally endorse the Tool, gave it an unequivocal thumbs-up