Advisers can analyse their clients’ investments in a virtual portfolio as part of a service that monitors structured products.
Structuredproductreview.com, a site created by Tyne and Wear-based Lowes Financial Management, has reinstated its ‘Preferred status’ rating service on structured products currently on offer, as part of its premium package for paid subscribers.
The paid-for subscription service gives access to an archive of products launched in the UK adviser sector since 2000.
As part of the refresh, the in-house Lowes Financial Management system that monitors product portfolios has been integrated into the site.
Advisers can add clients’ investments to a virtual portfolio alerting them to developments such as counterparty credit rating changes and index strike levels.
Meanwhile, the UK Structured Products Association has announced that that Mariana Capital will join as a new member with immediate effect.
This brings the total membership of the UKSPA to 13, to help strengthen the ability of the association to provide information and education to advisers, providers and investors.
Mark Hibbitt, director of Bristol-based Sovereign IFA, said: “There is a time and a place for structured products, but it is not something we would recommend very often.”