iCubed

Financial advisers need a proper structure for providing investment advice in order for that advice to be both consistent and of a high standard. iCubed will endeavour to help financial advisers grow their investment business and improve consistency by providing a robust structure and ongoing input to their investment process. 

Investment Process - create and maintain your own range of sophisticated, low-cost, risk-rated, multi-asset portfolios on your chosen platforms.

Investment Analysis & Reporting – communicating effectively with clients is an essential aspect of financial planning. iCubed provides a robust framework for communicating with and reporting effectively to clients that includes regular newsletters, fund and market commentary and investment policy statements.

Training and Consultancy - iCubed provides investment training and consulting services to financial advisers focusing on the implementation and monitoring of their investment philosophy and process including the creation of an investment procedures manual.