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Investor Risk Profiling Investor Risk Profiling Investor Risk Profiling Investor Risk Profiling

Suggestus for Investors

We collect and analyse data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency.

Private Client Indices

Access the leading performance measurement yardstick Private Client Indices and find out about the actual returns investment managers have generated.

Performance Reporting

Have a portfolio of your own? Want to know how it has fared against everyone else? Give us the data via our secure platform and we can produce a comprehensive performance report in seconds.

Suggestus for Wealth Advisers

Suggestus provides a suite of tools to help you find the best solution for your clients. Built to provide advisers with an intuitive, compliant and repeatable process for reviewing and selecting the most appropriate investment manager.

Rish Profiling

Risk Profiling & Manager Selection

Use the online tool to generate a risk profile for your clients and find managers that match their specific preferences.

Due Diligence

Comprehensive Due Diligence

Access a comprehensive directory of standardised investment manager due diligence.

Private Client Indices

Performance Measurement

Get a unique insight into the actual client experience investment managers are generating.

Performance Reporting

Client
Reporting

Want to know how a client’s portfolio has performed? Give us the data via our secure platform and we'll give you the answers.

Tablet Screen

Suggestus for
Charities

We collect and analyse data on hundreds of actual portfolios managed on behalf of charities and share the results to help you understand if you are getting the best out of your capital.

Suggestus for Investment Managers

Join the community of managers who are embracing transparency and engagement in our industry.

Charity Indices

Due Diligence

What's New
Fee QuickCheck

Fee QuickCheck provides a starting point for assessing whether your fees are reasonable. With just five pieces of information (currency, exposure to funds, portfolio size, investment service cost and total ongoing cost), Fee QuickCheck reviews your fees and charges versus a peer encompassing the published fee scales of circa 100 discretionary investment managers.

Get it on Google Play Download the Suggestus App on Google Play or App Store

Download the Suggestus App to access the Performance and Fee QuickCheck and see if your portfolio is in line with our peer group of more than 250,000 portfolios.