How will MyPortfolio Builder fit in with your business?
We focused on three key areas you told us were important.
1. RISK ASSESSMENT
The way you provide advice has evolved and MyPortfolio Builder gives you the flexibility to provide clients with the advice they need.
Risk assessment made even easier
The way you provide advice has evolved. To support your advice process and maximise flexibility, choose from three risk assessment options:
- Option 1: enter your client’s risk score
- Option 2: conduct an assessment in real-time, whether online or face-to-face
- Option 3: email the questionnaire to your client straight from MyPortfolio Builder
Risk assessment made more personal
Your clients expect the personal touch. To support your proposition you can:
- Brand the questionnaire with your logo.
- Personalise the email wording with your own text, and choose whether or not your client sees the results.
- Schedule a reminder email to your client from MyPortfolio Builder
Personalise, customise, configure
Each of your clients is unique. With this in mind, MyPortfolio Builder comes with features that personalise the process and help you customise and configure to their unique needs at every stage.
Client Context feature
Capture additional information relevant to your client’s circumstances – for example capacity to handle losses, understanding of responsible investing - with this feature. You can customise the client report to include these observations. Client Context supports your fund advice AND helps you meet Sustainable Finance (SFDR) requirements.
Change risk rating
You know your client, so you can override the rating calculated by the risk questionnaire, customising it based on your knowledge of their needs and circumstances.
customise the report with your client in mind using the report builder feature. With report builder you can choose to add Client Context information, Range of Returns, the risk questionnaire, fund factsheets and more to meet the level of personalised detail your client requires. What’s more, you can add your branding to the report to add a real personal touch.
3. PORTFOLIO CREATION
Simplify. Build. Choose.
My Portfolio Builder simplifies the creation of unique client portfolios. Build end-to-end solutions, which meet your client’s needs, from the diverse range of options offered by fund partners ILIM, Setanta, Amundi and Fidelity.
Each client’s portfolio will vary in complexity. MyPortfolio Builder gives you the flexibility to create the right solution for your client, with three levels of support – be my guide, by my side, and I’ll decide in the portfolio
- Be my guide defaults to the MAPs fund (or REPs fund in post-retirement portfolios) appropriate for your client’s risk rating.
- By my side illustrates a sample combination of funds appropriate for your client’s risk rating. You can decide on how suitable it is.
- I’ll decide lets you construct your client’s solution from scratch, with no defaults or samples.
No matter which route to creating a portfolio you take, you will always have complete freedom to add and remove funds. Smart search and filters make this easy.
HELPING YOU DO BUSINESS REMOTELY, FROM END TO END
Your account manager is available to answer all your MyPortfolio Builder questions.
Introducing MyPortfolio Builder
Watch the Irish Life Webinar giving a full overview of MyPortfolioBuilder recorded on 10th June 2021. Hosted by Nick Baird you heard how we’ve focussed on reducing pain points and solving key problems to bring you a system that is easy and compelling to use and helps you deliver a great customer experience.
MyPortfolio Builder flyer
Some information about the MyPortfolio Builder in a handy flyer.
Understand the best way to use MyPortfolioBuilder with these quick troubleshooter guides.
- Assessing your client's attitude to risk
- Client context and responsible Investing
- Interactive portfolio screen
- Login and logo update
- Overriding the risk rating
- Personal and plan details
- Product selection
- Portfolio creation: guided entry process
- Report generation
- Using the email free text box
- Responsible investing
- ESMA ratings
- Breakdown of portfolio performance chart
- Range of returns available