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.

Risk 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

News and Insights
ARC Indices Estimates for August

The post-pandemic recovery continued in August with key equity markets hitting record highs as the US Federal Reserve indicated that they will continue with measures to support the economy. In contrast, bonds fell slightly over the month reducing gains for more cautious investors. Overall, August is expected to be positive month across all the PCI risk categories and currencies.

Citywealth Fintech Vendor of the Year 2021

The Suggestus platform has been awarded the Citywealth Fintech Vendor Gold Award 2021.

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.