Sanlam Cashflow Model Tool to identify current and projected cashflows illustrating potential outcomes.
Psigma Attitude to Risk
lewisanne2022-08-10T12:46:11+00:00Psigma Attitude to Risk Tool to profile clients attitude to risk for future assessment.
Dorey FM Comparison Map
lewisanne2022-08-10T12:46:11+00:00Dorey FM - Comparison Map Comparison Map to rapidly illustrate differences between two documents highlighting not only the changes but the gravity of their impact.
Dorey FM Client Management
lewisanne2022-08-10T12:46:11+00:00Dorey FM - Client Management Simple tool to manage clients and associated documents.
Dorey FM Attitude to Risk
lewisanne2022-08-10T12:46:11+00:00Dorey FM - Attitude to Risk Tool to quickly visualise investment safety and sustainability.
Asset Allocator
lewisanne2022-08-10T12:46:11+00:00Psigma Asset Allocator Asset allocation tool for management and optimisation.