New digital tools for financial planners
2013 has been a year of digital development for Nedgroup Investments and we are pleased with the results so far. The feedback from our investors and financial planning partners has been very positive and we are continuously striving to better support our clients with managing their investments in a digital era.
For financial planners who have registered online, we have a range of new financial planning tools available. We believe these will add real value to you, your business, and more importantly, your clients.
These tools will allow you to analyse an investor’s portfolio at the click of a button, showing asset allocation, geographical spread, stock sectors and holding overlaps. You’ll be able to easily compare investments in terms of ratings, returns, risk, fees and more. You can evaluate funds and benchmarks relative to each other, and rank funds by various data points. Best of all, you’ll be able to collate this information into pdf reports which you can present to clients.
Registering online also enables you to download investment information, such as statements and tax certificates, any time you need to.
If you have not yet done so, be sure to register online here– it shouldn’t take more than a couple of minutes.
If you have registered online, you can now also access your investment information from your mobile device. Simply download the Nedbank app from your app store and activate the Unit Trust feature. This means you’ll be able to access statements and more, directly from your phone, anytime, anywhere.