Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: rplan is a financial planning and investment management site that helps its members take control of their investments.

Focusing on simplicity, rplan helps investors create their own investment portfolio based on key metrics such as risk and goals, then helps them keep track of their progress with powerful analysis and actionable feedback. Members can also share their experiences with the rplan community.

rplan is creating a set of powerful, simple tools that help the majority of UK investors make the best possible investment decisions for themselves, without overcomplicating or oversimplifying. Investing is made clearer, more accessible, and more attractive to mainstream customers.

How they describe their product/innovation: 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.

Contacts:

Bus. Dev. & Sales: Andy Creak, CEO, andy@rplan.co.uk
Press: Martin Campbell, martin@beaconstrategic.com,
Andy Creak, CEO, andy@rplan.co.uk,
Nick Curry, CPO, nick@rplan.co.uk