Openwork Mobile’s Investment Modeller tool helps Openwork advisers create and monitor their clients’ financial objectives.
By taking details of clients’ existing investments and objectives into account, Investment Modeller simulates various scenarios to help them understand whether they are likely to meet their investment goals. The app will highlight where those goals are at risk, providing the opportunity to adjust the clients’ financial plan to help get them back on track.
Results are presented graphically and can be emailed to the client, or to the adviser, from within the app.
While this App is FREE, we invite you to donate to The Openwork Foundation in place of payment. You can make your donation at the following address: https://mydonate.bt.com/events/openworkfoundation.
Key features
• Client Records Management
• Investment Modeller tool for designing investment quotes based on clients plans
• Simple graphical presentation of indicative needs, existing arrangements and shortfall
• Option to output report as a PDF, which you can send to clients
• Storage of your most recent records, for easy retrieval
• Exclusively available to Openwork advisers
All results provided by Openwork Mobile are indicative only. Use of the App does not replace any part of the Openwork sales process.