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Enhance Investor

Enhance Investor have created a solution that inables IFAs to provide clients with a real value add and go a long way towards eliminating investment advice risk.

Rather than try to be all all things to all people and develop an Investment Planning System from the ground up, we have elected to, rather, bring together, arguably, a collection of the finest resources and skills and package them into one Step by Step, Paint by Numbers, Risk Profiling and Investment Planning Solution.

This resource has been in the making since 2004 and through the experience gained since then, what we have today is practical and relevant and can be a powerful tool in the client investment advice process.

Website

https://enhanceinvestor.com/

Contacts

peter@enhanceifa.com

Enhance Investor
  • Comprehensive CRM
  • Risk Tolerance
  • Fund Matching
  • Communication
  • Advanced Querying
  • Portfolio Construction
  • Planning Tools
Enhance Investor

Companies that integrate with Enhance Investor

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
#Risk Management

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Enhance Investor

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