By shifting the focus to getting a client's asset strategy right, iTrak supports your move from commissions to fees and demonstrates the value you add to justify your ongoing remuneration.

Selecting a strategic asset allocation for your client is straight-forward enough but moving their current asset allocation to meet the new strategy, selecting appropriate investments and monitoring these against price movements, time-horizon and changing objectives is both time-consuming and costly.

iTrak has been developed to provide the link between the plan (this is what I ought to do), and execution (this is what I should do now).

This moves your client towards their strategic asset allocation, bearing in mind all those investments your client will find themselves holding which don't quite fit but can't just be sold. iTrak provides a straight-forward, easy to use tool to help you produce the recommended action plan to best meet your client's objectives.

iTrak enhances your client service, significantly improves accuracy and dramatically increases your efficiency by -

• Identifying an optimum investment strategy
  By providing instant access to Fund Research Data, FT Ratings, Portfolio Scanning & Asset Allocation Analysis, Itrak provides the Adviser with the tools needed to quickly and efficiently analyse a client's portfolio and build recommendations to meet the client's strategic asset model.
  
• Producing client reports, presentations and recommendations
  Demonstrate active monitoring of portfolios to justify ongoing remuneration through the quick and cost-effective production of a range of exportable, high visual impact reports.
  
• Enhancing your client reporting with Portfolio Scanner from Financial Express
  Scan your client's portfolio to produce an individual comprehensive portfolio fact-sheet with graphical analysis for the client of the sector, geographic and asset allocation breakdown, as well as Top 10 holdings, FT Fund Ratings and performance against a benchmark.
  
• Automated portfolio analysis
  iTrak provides asset allocation breakdown for over 9,000 UK unit trusts, pension and insurance funds. This includes the breakdown of managed and international funds, previously nearly impossible to achieve manually. The portfolio can be broken down to a detailed asset analysis at the touch of a button. The categories are consistent with Tillinghast stochastic modelling and risk profiling tools.
  
• Monitoring your clients' investment strategies
  Set triggers for a client to let you know if a price moves, an objective is achieved or an asset allocation model moves outside of its tolerance. Then sit back, relax and let Itrak monitor it for you.