This morning we re-launch iPort with new functionality allowing you to complete ARF reviews and reports for clients. Combined with our fund projection tools and investment options it can be a major benefit to your business.
New ARF tool
We are delighted to provide an ARF specific journey within iPort to allow you advise on the decumulation phase of investing, as well as the traditional accumulation path. This includes the only ARF specific risk questionnaire focused on income needs in the Irish market.
iPort at a glance
Attitude to risk review, including ARF only questionnaire
Fund projections
Managed fund selection or customised portfolio builder
Review overall assets
Upload other relevant documentation and factsheets
Create Broker branded reports
Hold client records for future reviews
In addition to the new ARF function, we have also redesigned and simplified the user experience through out iPort which we believe will make it a great intuitive tool for you to use.
Login this morning and see what iPort can do for you.
Any feedback is welcome to your Broker Consultant or you can contact us at marketing.team@newireland.ie