With a face for radio and a voice most people struggle to hear... here's me video showcasing the P1 Platform's newest feature launch...Investment Proposal Generator.
In the true spirit of a blockbuster trailer, and to save you enduring the feature-length video below, here are the highlights:
- Generate bespoke reports in seconds, taking your client's data and live DFM and portfolio information.
- Using client preferences (Risk Category/Ethical requirements etc) refine available DFM portfolios for you to model.
- Show your clients how their investments would actually look, not just a flat standard factsheet.
- Forecast how the investment could look over a set time period, which you can adjust.
This tool can be used for suitability report writing to onboarding clients; it's all about easily increasing buy-in from your clients and letting them understand how their future investment will look for them.
P1 Investment Services#Investmentplatform#innovation#advicenotadmin#financialadvice
Hi, my name is Harry Webster and I want to introduce the latest innovation to the P1 platform and that is our investment proposal generator and it's all about making the pre advised process for onboarding your clients a lot easier rather than just go and then go into them with standard fact sheets. What our bespoke document creator does, it takes information from the DFM, takes information you have about your client and puts it all together into one nice concise document that shows them what their investment could look like. So it starts off by showing them what the objective of the portfolio is. Whether there's any ethical concerns and about the portfolio in general, then it starts to actually dig into it and show them asset allocation, sector allocation and top holdings, and then it shows them what their actual investment would look like and where it would be allocated. Following that, we then go into the investment forecast and that shows them what the investment could look like. And then finally, we just show them a breakdown of the charges. All easy and it's all about making onboarding your clients a lot easier and getting them to buy into your services.
https://lnkd.in/gsAUezPX
Ever wondered why investor portfolios using the same model portfolio on different platforms vary in performance ? Is there a duty to know why ? Is there a duty to disclose why ?
Please comment if you have any strong or enlightening views on this.
Net Present Value (NPV) isn’t just a number ...
🔑 It’s the key to unlocking the true potential of your investments. By evaluating the present value of future cash flows, NPV helps you make informed, strategic decisions that drive long-term success. 📊
Understanding and leveraging NPV can transform the way you approach investment opportunities. It’s not just about the immediate returns, but about making decisions that will benefit your financial future.
💡Why NPV Matters:
✅Informed Decision-Making: Provides a clear picture of potential profitability.
✅Risk Management: Assesses the risk associated with future cash flows.
✅Strategic Planning: Ensures capital is allocated to the most promising projects.
Harness the power of NPV to make smarter, data-driven investment decisions and achieve your strategic goals. 🌟
Curious about how our software can simplify NPV calculations and enhance your investment strategy? Let’s connect and explore how we can help you achieve your financial goals! 💬
#Finance#Investment#NPV#SmartInvesting#FinancialPlanning#BusinessStrategy#CapexSoftware#CapEx360
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Business owner | Chartered Financial Planner
4moGood on you, posting videos is not easy, i have just scheduled one of me and found it cringe lol. You though are looking like a pro here!