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 templates
- 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.