TriGlide app for iPhone and iPad
Developer: Threadneedle Asset Management Holdings Ltd
First release : 02 May 2015
App size: 77.51 Mb
TriGlide Retirement Investment App – for UK financial advisers only.
TriGlide from Columbia Threadneedle Investments is a user-friendly tool designed to enable a collaborative discussion with your clients about post retirement investment drawdown. TriGlide will help assess your clients’ retirement investment priorities and create a bespoke portfolio tailored to their needs.
Features
• DISCUSS the retirement investment needs of Preservation, Income and Real Return with your clients.
• ASSESS your clients’ investment priorities using the sliders to answer three simple questions. TriGlide will create a bespoke portfolio of three Threadneedle funds tailored to your clients’ individual needs.
• EXPLORE the characteristics of your clients’ bespoke portfolio and its funds using our interactive factsheet.
• ILLUSTRATE the effect income drawdown could have on your clients’ portfolio using our Lifetime Income Tool and highlight the effect of inflation.
• RECORD - create a formal record of the discussion, which can be signed within the app by the client. Save, print or email the report.