The use of such tools and services are entirely at your own risk. Such information is provided by pages maintained by independent third parties and Novia accepts no responsibility for the availability, content or use of the information contained on them.
ARC Research is the research arm of the ARC Group and is an affiliate of Asset Risk Consultants, a global investment consulting practice working for a global client base. As an independent, regulated firm Asset Risk Consultants has an established track record in delivering impartial, proactive investment advice to wealthy families and their advisers.
ARC Research (ARC) has been a leading innovator in investment performance evaluation for over 25 years. We are passionate about delivering effective and easy to understand reporting for private clients, advisers and investment managers. We have teamed up with Novia and the MPS providers on the platform to give you easy access to this reporting.
The Portfolio Peer Review Report (“PPR Report”) is a snapshot, designed to place the returns achieved by the Portfolio into context; assist wealth advisers and trustees meet their regulatory requirements for on-going portfolio performance monitoring; and help the investor assess Portfolio performance. The PPR provides an independent and objective assessment of the performance characteristics of the Portfolio in both absolute terms and relative to any specified Benchmarks and a Peer Group. The multi-asset portfolio peer group, the ARC Private Client Indices (“PCI”), is based on data provided to ARC to calculate the PCI. The Peer Group can be chosen by the user or automatically set based on the risk profile of the Portfolio. Understanding how the Portfolio has performed versus an appropriate peer group is vital to ensure that the Portfolio is delivering results within an acceptable risk/return range. The historical differential between the best and worst performing portfolios is substantial. The PPR puts the investor in control of the facts and enables them to consider if any action is needed.
Simply click the ARC logo by your client account to access this report. Most reports are available at no cost as they are sponsored by the DFM. For more information on ARC and the PPR see our website www.suggestus.com.
Comparetheplatform.com is a price comparison website. We offer free, independent and impartial guidance to help you make informed decisions about which investment platform to use.
CompareThePlatfom allows advisers to input clients’ portfolio details and calculates platform charges on the fly. Intuitive and free to use for advisers, the calculator can be used to assess individual clients’ needs as well as part of the annual due diligence tool to ensure that platform choices are still valid.
Defaqto is an independent financial information business, helping financial institutions, financial advisers and consumers make better informed decisions.
Our independent fund and product information helps banks, insurers and fund managers with designing and promoting their propositions. Our experts research and analyse more than 43,000 financial products and funds in the UK. These products change on a daily basis, and our customers need help with keeping track of this.
We have been doing this for over 20 years, and we have 60 analysts spending 400 hours a day monitoring the market. They ensure that the information we provide is accurate and up to date. Our experts have done all the hard work so that financial institutions and consumers can make better informed decisions.
Defaqto supports delivery of financial advice with Engage Core, our end-to-end financial planning tool.
FE fundinfo is a leader in the provision of investment data, software tools and performance analysis to the financial services industry
FE fundinfo is a leader in the provision of investment data, software tools and performance analysis to the financial services industry.
Trusted by the hundreds of thousands of investors, advisers, asset managers and platforms who use FE fundinfo data, software and investment advice every day.
Data is the foundation of everything we do. From cleansing, distributing, analysing and reporting, to providing fully outsourced investment propositions for advisers; we help financial professionals to make the most of their data and connect with their clients.
We give financial advisers the knowledge and tools they need to:
Help their clients make better investment decisions
Manage the investment process
Provide clients with comprehensive and transparent communications
We give asset managers and institutions with the solutions they need to:
Communicate with their clients
Address the data challenges facing the financial services industry
Connect with advisers and grow assets under management
Selectapension is a specialist software company that provides a comprehensive range of easy to use, online pension and investment planning tools for those working in the personal financial advice sector.
Selectapension’s technology makes the analysis, product research and comparison aspects of the financial planning process more efficient, freeing up Advisers to spend more time with their clients.
The range includes Pension Switching, Defined Benefit Transfer, Cashflow & Drawdown Strategies, Retirement Planning, Investment Switching and Rapid Reviewer. Selectapension’s innovative system provides highly detailed analysis reports, comparing over 200 products from over 50 Providers.
Selectapension provides first class customer support and full training with all subscriptions, and has integrations with IRESS, Intelliflo, True Potential and Fairstone back office systems.
For those firms that need only occasional retirement planning or pension transfer analyses, Selectapension offers a pay-as-you-go Report Writing Service.
Synaptic Comparator forms part of the Synaptic Suite, a ‘best advice’ research and compliance tool allowing advisers to compare all platform features, funds, product wrappers and all associated charges, enabling comparison of the overall solution cost for each option.