【實用財經app】TriGlide|最夯免費app-綠色工廠好玩App

TriGlide Retirement Investment App – for UK financial advisers only.TriGlide from Columbia Threadneedle Investments is a user-friendly tool designed to enable a collaborative discussion with your clients about post retirement investment drawdown. TriGlide will help assess your clients’ retirement investment priorities and create a bespoke portfolio tailored to their needs.Features• DISCUSS the retirement investment needs of Preservation, Income and Real Return with your clients.• ASSESS your clients’ investment priorities using the sliders to answer three simple questions. TriGlide will create a bespoke portfolio of three Threadneedle funds tailored to your clients’ individual needs. • EXPLORE the characteristics of your clients’ bespoke portfolio and its funds using our interactive factsheet. • ILLUSTRATE the effect income drawdown could have on your clients’ portfolio using our Lifetime Income Tool and highlight the effect of inflation. • RECORD - create a formal record of the discussion, which can be signed within the app by the client. Save, print or email the report.