RightBRIDGE® Investment Wizard
The RightBRIDGE® Investment Wizard uses the RightBRIDGE engine to determine the relevance of specific managed investment products for a client’s goals and objectives. Much like the Annuity Wizard, the Investment Wizard gathers and scores key information.
The scoring engine will also identify and determine the most appropriate investment products that are available from the company’s inventory of products. The output consists of suggestions that best meet the client’s objectives.
How it Works
With the large number of investment products from multiple money managers it can often be challenging for a financial professional to effectively focus on investments across a wide variety of asset classes. Advisors are expected to know all of the available products, their features, and performance; at the same time demonstrate that they are upholding a best interest standard for the client. This ensures that the right products with the right features are evaluated and discussed with the client in plain easy-to-understand terms.