NUDGE™ – MANAGED SERVICE FOR FINANCIAL ADVISERS
Below a sample of the sort of document, with embedded and compliant calculations, that Nudge can produce for you and your clients.
Sample Portfolio Review Document
To start being able to scale your business up, contact us or send us () details of:
- How your client portfolios should be, ie your investment policies / model portfolios / asset allocation
- A sample of how you would like your client communications to be. Feel free to download the sample above and edit / annotate it as you wish
- Details of where your client investment portfolios or data is held, or a sample data file of such
and we can provide you with a rapid assessment of what it takes to get Nudge going.
More Questions ? read our Frequently Asked Questions