Fidelity FundsNetwork has rolled out a new asset allocation and risk modeling service, Citywire reports. The service will help advisers review a client’s portfolio, including its off-platform assets.
The Portfolio Evaluator service will allow advisers to model the effects of clients’ future investments needs and expenditure. It will also provide them with access to Morningstar’s Wealth Forecasting Engine and asset allocation from Ibbotson Associates.
Click here for the story from Citywire.
Click here for additional coverage from Investment Europe.