PORTFOLIO DISCOVERY
Portfolio selection – done right
Transform investment selection with Aspen’s portfolio discovery application – stimulating informed discussions between advisers and their clients.
PORTFOLIO DISCOVERY
Enjoy the investment selection process, with Aspen’s proprietary portfolio discovery system.
We provide an interactive experience between the adviser and their client, so that the journey of finding a suitable portfolio can be consistent, clear, relatable and most of all enjoyable for all.
Our portfolio discovery journey covers key client objectives and risk appetite, leading to informed choices:
Our portfolio discovery journey covers key client objectives and risk appetite, leading to informed choices:
Reason for Investing
Portfolio Objectives
INCOME REQUIREMENT
PORTFOLIO PREFERENCES
TIME HORIZON
KNOWLEDGE AND EXPERIENCE
RISK PROFILE
RESPONSIBLE INVESTING
PORTFOLIO SELECTION
“The Aspen discovery tool is easy and intuitive to use with clients. The risk questions are well structured, without being overwhelming, with useful charts to help clearly demonstrate risk and reward.”
KATIE HATELY
Quay Financial Planning
Custom Reporting
Full adviser own-branding
We provide advisers with a completely white-labelled solution – from the application to the output reports, commentaries and factsheets.
If you would like any further information, please contact us
Find us
Aspen Advisers, 4 Albyn Place,
Edinburgh, EH2 4NG
Edinburgh, EH2 4NG
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Created by Huddle Creative.
Created by Huddle Creative.
‘Aspen’ and ‘Aspen Advisers’ are trading names of Aspen Advisers Limited, a company authorised and regulated by the Financial Conduct Authority with FRN: 1007296, registered in England and Wales with company number 14115281.