Easily compare your investment portfolio or pension performance and fees against thousands of others. Place yourself in one of four risk categories based on your Circumstances, Financial Situation, Expectations, Risk Aversion and Confidence.
The app offers a swift and easy way to make sure your portfolio is in line with the industry, or to highlight that a more detailed analysis might be needed.
ARC Indices - summary of the ARC Indices which allow you to quickly and easily understand if the returns on your portfolios are in-line with the performance of similar portfolios using data from over 100 leading investment managers.
Performance QuickCheck – Instant comparison versus thousands of similar portfolios.
Fee QuickCheck - Get an instant view on your fees versus our universe of industry data.
Risk QuickCheck - A nine question questionnaire that has been designed to place an investor’s risk appetite into one of the four PCI risk categories based on the investor’s Circumstances, Financial Situation, Expectations, Risk Aversion and Confidence.
The data underpinning QuickCheck is collected by ARC Research Limited from over 100 firms and covers in excess of 300,000 investment accounts. Without the support of the managers, neither QuickCheck nor the ARC Private Client Indices would exist.
QuickCheck is a practical example of the investment management industry promoting transparency and empowering its clients to make informed investment decisions.
Suggestus website integration - You can login to your Suggestus account, enabling you to run your QuickChecks and see your Suggestus User Details. As well as notifications we support ease of login using Biometrics, when enabled, will allow you to login to the Suggestus online platform.
* New in v5 *
Supports Registering on the Suggestus Platform
Manage your communication preferences directly in the app
ARC Indices interactive chart
For more information on the ARC Private Client Indices, the investment managers that have made these peer group indices possible and how to assess the performance of your portfolio over time, please visit www.suggestus.com or contact us.
The Suggestus platform has been awarded the Citywealth Fintech Vendor Gold Award 2021 for the second consecutive year.