NUDGE™ – PORTFOLIO MANAGED SERVICE FOR FINANCIAL ADVISERS USING ASSUREINVEST

Financial Simplicity works closely with AssureInvest to provide an integrated portfolio management, monitoring, alerting and review service for financial advisers called Nudge

The combined experience of AssureInvest and Nudge brings best of breed capabilities for accountants and advisers to comprehensively advise, manage and account for client’s investment portfolios

For more information about Nudge, read our Frequently Asked Questions

AssureInvest Related FAQ:

Q) Can I use model portfolios from AssureInvest with Nudge

A) Yes, AssureInvest maintain their model portfolios within Nudge and if you have their permission to use them, they are available for including in your client portfolios.

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