FundsNetwork launches risk-profiling service

clock

FundsNetwork has extended its managed solutions offering with the launch of a risk-profiling service for its multi asset range.

The Navigator service, underpinned by Fidelity's range of tactically-managed Multi Asset Allocator funds, uses a straightforward risk-profiling tool to identify a client's attitude to risk before recommending a suitable fund. It is designed to help IFAs offer an end-to-end investment service for clients as well as helping them segment their client base. As part of the service, advisers are kept informed of the fund's progress through regular updates from Fidelity's Trevor Greetham.They are also provided with quarterly reports which can be sent to clients or used in discussions to trac...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Poor platform service 'significantly' affects 54% of advisers

Poor platform service 'significantly' affects 54% of advisers

Exclusive: Down from 80% the previous year

Jenna Brown
clock 02 December 2025 • 2 min read
Mark Sanderson: Getting to the point of platforms

Mark Sanderson: Getting to the point of platforms

'Platforms are there to serve investors'

Mark Sanderson
clock 28 November 2025 • 4 min read
How is tech changing platform asset migration?

How is tech changing platform asset migration?

'Every transfer should be compliant, transparent, and in the client's best interest'

Tom Mullaly
clock 17 November 2025 • 4 min read