:: RichardAllenInvest Delivery

Analysis | Experience | Delivery | Sandler | Writing & Audit | Relationships |

A key aspect of RichardAllenInvest’s proposal is the delivery of written material to the client IFA in a format that can be immediately copied into client specific material.
Accordingly, the RichardAllenInvest website has been created as a central database from which the IFA is able to access the RichardAllenInvest written output. Within the powerful RichardAllenInvest website, the IFA has access to the specific funds being monitored on their behalf in their own exclusive sub-website, which is created at no or minimal cost to the IFA. Access to the IFA’s sub-website is by user id and password, thus restricting access to only the IFA’s personnel. Thus, there is no reference to which IFA is being advised on individual funds, therefore protecting the confidentiality of each IFA’s recommended list. Each fund’s entry, listed by IMA sector, has the following items and data attached:-
Fund name Opinion Risk Assessment Full RichardAllenInvest analysis Reason why paragraphs Fund performance comment Provider's fact sheet		Click on the screenshot to run our interactive demo site NOTE: The demo, as with all our client sites, uses a 128 bit encryption secure connection

	Generic information on Richard Allen Invest’s fund selection methodology, risk analysis policy and ratings is also available for reference, as is an archive of past Market Reviews and other commentaries.