iPort
iPort has been developed to support Financial Brokers and Advisors in completing a comprehensive risk focused review when advising clients on their options for Investments/Pensions and ARFs
New ARF Functionality
We are delighted to provide an ARF specific journey within iPort to support your advice for the decumulation phase of investing, as well as the traditional accumulation path. Given their growing importance in the market, iPort could be a valuable digital support for your future business.
iPort at a glance
- Attitude to risk review, including ARF only questionnaire
- Fund projections
- “Built for you” fund selection or customised portfolio builder
- Review and risk rate overall assets
- Upload other relevant documentation and factsheets
- Create Broker branded reports
- Hold client records for future reviews
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iPort User Guide
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