Investing in the Researched Range is simple. Once a client has decided which of the Managed Solutions or Researched Funds they want to invest in, you can do this online through Wealth Interactive in the same way as you would select funds from our open architecture range.
Switching into the Researched Range
If you have a client currently invested in other funds who would like to move into the Managed Solutions or Researched Funds, you can simply switch their fund choice online through Wealth Interactive.
Don’t forget, you can use the Risk Profiler tool on Wealth Interactive to help match your client to a Managed Solution fund, or simply to help your client assess and understand their risk profile in order to help them build their own portfolio.
Log in to Wealth Interactive now to start using the Researched Range of funds for your clients.