Needs Analysis

Needs analysis tools are now a widely available eService. 

From information collected during your client's fact find, needs analysis tools can:

• Quickly, reliably and consistently identify areas where action needs to be taken so that your clients can meet their needs and goals.
• Risk profile your clients so that appropriate assumptions can be made as to both the type of investment required and the associated rate of return.
• Provide a robust, verifiable record of the factors taken in to account when giving advice to your clients.