The portfolio your prospect brings you, analysed before the first meeting
When a prospective client shows you what they hold at their bank, the hard conversation is always the same: showing that what they pay today is not proportionate to what they get. Saying it is one opinion against another. Showing it, with the cost in euro of every single fund and the comparison with the listed equivalent, is a different conversation.
- No commissions, no conflicts: we have no commercial relationship with asset managers, banks or insurers.
- By package, not by portfolio: the offer is built on the number of portfolios you handle in a year.
- The report is yours to use: you bring it to the meeting as a working document.
This is not advice: the analysis assesses the cost-to-value ratio of individual instruments, not their suitability for your client. That part stays yours.
What it costs
The price falls with volume because the work does: clients of the same adviser often hold the same funds, and a verdict already written applies to every portfolio after it.
Prices exclude VAT. Portfolios in a package do not expire: use them when you need them. For an individual investor the price stays €150 per portfolio.