Prudential's Portfolio Planner is one of the most sophisticated on-line portfolio tools in the market. It's designed to support you through the advice process by risk profiling, defining objectives, calculating probability and finally helping you build a portfolio based on your clients needs.
The Planner covers three areas of investment:
- Savings and Investment
- Drawdown
- Pensions
Portfolio Planner - Launch Portfolio Planner
Demo - View Portfolio Planner in action (you will need Macromedia Flash player for this demo)
Literature - Visit our Portfolio Planner literature page.
