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Introducing DPPi....
Welcome to DPPi, FPI's innovative new portfolio planning tool exclusively for IFAs
At FPI, we understand your need to provide clients with a diversified investment portfolio tailored to their individual attitude to risk, and personal circumstances.
Our new Dynamic Portfolio Planner international (DPPi) can do just that, quickly and simply.
What is DPPi?
DPPi is a unique, web-based, interactive portfolio modelling tool available exclusively via FPI to professional advisers worldwide.
Designed with the international adviser’s needs in mind, DPPi is simple to use but has a high level of sophistication at its core. It has a number of unique features that will help you to construct the most appropriate portfolios for your clients when using FPI product wrappers – in short, it makes portfolio planning easy.
DPPi Features at a glance….
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Guidance on portfolio construction using state of the art asset modelling techniques previously only available to institutional investors
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Sophisticated risk profiling to accurately measure your client’s attitude to financial risk
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Flexibility to select different Investment Perspectives that model assets most appropriate to your client’s investment outlook
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A sophisticated fund search facility, with a wealth of information on the FPI fund range – at the touch of a button
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A tailored investment recommendation from FPI’s range of savings and investment products, plus a wider fund universe through our portfolio bonds, Reserve and Global portfolio
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Production of a financial plan, bespoke to your client’s personal goals and individual circumstances in a choice of languages
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A clear audit trail of client recommendations – important in a regulated financial environment.
How can I register to use DPPi?
DPPi is available exclusively to registered IFA extranet users at no charge. You can be confident that your client’s data is secure at all times.
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