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We're pleased to announce that we've entered into a new relationship with Winterthur Life UK to support their online Portfolio Balancer. This is a direct result of work carried out for our client DecisionsDecisions over the last two years: developing the Portfolio Balancer Tool in which the analysis is driven by the Decisionsdecisions calculation engine. We'll continue to enhance the tool as new legislation is brought in governing pensions and new business pportunities are identified.
We are very excited to have been awarded this work which is now widely acknowledged as an important tool for Independent Financial Advisers (IFAs). It aids in the matching and rebalancing of clients' assets and risk profiles against investment goals.
Winterthur's Portfolio Balancer was launched in January 2004 and since then over 2,000 financial advisers have used it to conduct almost 7,000 analyses.