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Avail Optimum

Optimum: adjective: most conducive to a favourable outcome; best:

Designed for whole of market advisers, Optimum delivers reports for all product areas and advice types. RDR compliant and TCF friendly, Avail fits the bill.

Not only can you tailor reports from our intuitive report generator, you can completely tailor the system to the requirements of the firm.

Main features include the ability to:

  • Mandate at firm level which areas of the report are compulsory
  • Tailor any aspect and any paragraph to your own requirements
  • Include your own risk profiling methodology
  • Include any number of Model Portfolios
  • Set permissions at department, user or product level
  • Mandate approval of reports for high risk products or supervised advisers
  • Design your own firm┬átemplates
  • Optimised for mobile media

Optimum delivers the comprehensive solution to whole of market advisers. Whether you operate an Independent, Restricted or Tied offering, Avail meets the need.

Avail Optimum – Product Coverage

 

Avail Optimum
Designed for whole of market advisers, Avail Optimum has all the tools needed to ensure your reports are compliant yet tailored.

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