Axa Wealth announces development in portfolio management service
www.moneynews.co.uk > Banking > Axa Wealth announces development in portfolio management service
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Money News |
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Axa Wealth announces development in portfolio management service
Thu 10th Jun 2010
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The interactive service will make predictions for people's incomes and outgoings in the long term.
Its aim is to enable financial planning that is based around one's lifestyle as opposed to which products are available.
The facility runs on the Elevate platform and will be available without charge to people who already own the system.
Head of online planning at Axa Ian Thomas said that lifetime financial planning is increasingly a key element for financial advisers when dealing with clients.
Axa Elevate was in the news lately after appointing three new distribution directors.
The roles have been taken by James Smith, Daniel Neep and Craig Metcalf.
All three have significant experience within the financial service sector, with Mr Smith having worked for more than 20 years for various companies in the industry.
Click here for more banking news
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Related News : AXA |
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