Astute has announced that the Discovery Invest range of products has become available to financial advisers who use the platform to integrate data from product providers when undertaking financial planning for clients.
Astute’s Consolidated Client Portfolio system facilitates the integration of financial data by giving financial advisers, who have their clients’ consent, online, simultaneous access to policy and investment information at life offices and investment companies. Astute also gives advisers access to information through a wide range of financial needs analysis (FNA) systems.
Said Astute Managing Director, Biddie Biddulph: “It is with great pleasure that we announce the inclusion of Discovery Invest on the Astute service. This means that financial advisers and their assistants can use the Astute platform to retrieve clients’ investment product information from Discovery Invest.”
Peter Thompson, Head of Discovery Invest, commented: “The inclusion of Discovery Invest’s products on Astute is in line with our objective to provide advisers with the tools they need to help clients reach their financial goals. By partnering with Astute, Discovery Invest gives advisers more support, and greater certainty, flexibility and value for clients.”
The range of products that are available on Astute include the Discovery Invest Guaranteed Growth Plan, Discovery Invest Guaranteed Income Plan, Fixed Retirement Income Plan, Discovery Retirement Annuity Fund, Market Linked Investment, Discovery Invest Offshore Endowment Plan, Discovery Invest Offshore Flexible Investment Plan, Discovery Investment Retirement Annuity Fund, Discovery Preservation Pension Fund, Discovery Preservation Provident Fund, Endowment Plan, Linked Retirement Income Plan, and the Standalone Discovery Retirement Optimiser.
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