Everyone is keen to maximize their investment returns but that may mean having to adopt a higher risk strategy. For clients who can tolerate more volatility in their portoflio, we employ an automated algorithmic 'robo-type' system to help derive maximum value from their investments.
The system identifies top-performing funds on an investment account provider's menu, and subsequently indicates when clients should switch to a new top performer. Without knowing the top-performing funds, investors are not maximising growth potential.
Want to know the top performing funds on your investment account's menu? If you have an account with Generali International, Zurich International, Friends Provident International, Old Mutual International, or RL360, Contact us to find out.