InvestmentView provides a complete point-of-sale solution for financial advisors and product providers. While trends in investing may change, the needs to locate, recommend, and support investment options for your clients remains fundamental. InvestmentView lets you convey complex financial recommendations in a way your retail clients can understand and act on.
InvestmentView provides the fundamental tools needed to make and support recommendations on open end, closed end and exchange traded funds, indexes, variable annuity, and variable life contracts with integrated Lipper Leader Ratings, Lipper Classifications and Lipper Fund Awards .
In-depth screeners allow searching, locating, and sorting investment options and are supported by industry-leading profile reports designed with the client in mind. Client-ready presentation options also include hypothetical illustrations, rolling periods, hi/lo, and price and distribution reporting. A full set of financial calculators provides ready answers to complex financial questions.
With InvestmentView, you can:
- Select, analyze, and present suitable investment options for clients utilizing industry-leading investment data.
- Run NASD compliant-ready hypothetical illustrations for mutual funds, variable annuities, variable life, closed-end funds, and market indexes with performance data back to inception.
- Create high-quality, customized presentations to easily present the benefits of long-term investing.
- Show the effects of rebalancing, dollar-cost averaging, and various distribution reinvestment choices.
- Includes goal, retirement, college, required minimum distribution, 74T, tax-free equivalent yield, present/future value, and tax-deferred accumulation planners, as well as a broad range of the most common financial planning scenarios for retirement, education, and goal planning.
Why choose InvestmentView?
- Best in Breed Design: Profile report design helps to convey complex issues in a retail-friendly way.
- Industry Leading Ratings, Classifications and Awards: Lipper gives you unprecedented flexibility in how you make recommendations.
- Comprehensive Toolset: Depth of functionality and width of coverage makes InvestmentView tools the best in the industry.
- Multiple Delivery Channels: Use the tools online or offline.
- Full Integration: Point-of-sale tools are fully integrated within Thomson ONE Wealth Management, a complete workflow solution for financial advisors.