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.
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 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.
Please note Friends Provident International does not provide advice or sell products direct to the customer.
For further information on our products or services please contact your financial adviser.
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