This post is a part of our live coverage of FinovateEurope 2013.
Second, rplan launched its Portfolio Builder platform that guides users through the investment process:
“Portfolio analysis aims to help investors answer three fundamental questions:
• What have I got?• How well am I doing?• What can I do to improve?
It shows users how much they have invested and where, but also tells them how they are doing based on risk, cost, performance, and goals. Finally, it offers in-depth analysis based on asset allocation and fund analysis, alerting users to how they can improve their portfolios.Portfolio builder helps users create an investment portfolio based on key criteria such as goals and risk. It allows users to narrow down from 2,400 available investments to those that are applicable to them, giving them feedback on their investment decisions as they go in areas such as asset allocation and fund selection.The key to both these features is simplicity, giving mainstream investors the knowledge, tools and confidence to manage their own investments.”
Product Launch: February 2013
HQ: London, UK
Founded: January 2011
Presenting Andy Creak (CEO) and Nick Curry (CPO)