Finominal provides portfolio and fund analysis tools designed to help financial advisers understand the underlying drivers of investment performance and risk. The system is used primarily by paraplanners, investment analysts and advisers responsible for portfolio construction and due diligence. In day to day workflow, it sits at the analytical stage of suitability and recommendation processes by enabling users to evaluate fund characteristics, assess diversification and compare portfolios.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: