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 a white paper on Assureinvest’s services with model portfolios Click Here
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.