“a superb piece of work; the design is excellent and the features are exactly what our IFAs want”
Mike Kellard, CEO
AXA Winterthur Wealth Management
Fincision designed the innovative Portfolio Balancer web-based financial planning application for Winterthur Life. This award-winning tool (Money Management Awards 2005) remains extremely popular with 1000s of UK financial advisers:
“…This is the Standard Life site on steroids…” David Crozier, Navigator Financial Planning – as reported in New Model Adviser March 2005
“…I believe Portfolio Balancer is one of the best portfolio planning and asset allocation tools on the market…” Dennis Parello, Hugh Davies Associates Ltd
“…very complementary to the style of advice that I offer and has proved very popular with a great many of my clients…” Paul Griffin, Holiday & Pickup Insurances
“…I especially liked the what-if facility.. …particularly striking and meaningful for clients…” Francis Klonowski, Klonowski & Co – as reported in New Model Adviser March 2005
