NEW Pathway Multi-Asset Funds
We are delighted to announce the launch of our Pathway Risk Targeted Multi Asset Funds. There are five new funds designed to match the ESMA risk bands 2 through to 6. Working in tandem with the Prisma Risk Profiler, the new Pathway Funds can provide your clients with a fully diversified, actively managed investment solution that puts risk and reward centre stage. For more information and to see the Factsheets for the new range, just click here (link to factsheets)
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Protected Funds now added to the Prisma range of funds
We have now added the three Protected Funds (Protected 70, 80 and 90) to the Prisma Platform. Each of the Protected Funds provides investors with varying degrees of protection whilst allowing them access to some for the potential upside from equity markets. For details on our Protected Funds, please visit our Fund Centre here.
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NEW Prisma Client Dashboard to help save you time
Fed up with spending hours preparing for client meetings? Well you are not alone! Frustration as the length of time it takes to prepare for client meeting was one of the key insights we got from Financial Brokers and Advisers. We think our new Client Dashboard will free up your time so you can spend more with clients (rather then preparing for clients!)
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