Our Risk Profiler & Portfolio Builder will help you gauge a client’s appetite for risk and create a unique portfolio of Aviva funds specifically tailored to meet their financial needs.
Identify your client’s appetite for risk
Build a blended portfolio of Aviva funds factoring in your client’s risk rating
Generate a co-branded report for your client to review
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Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie
Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.
