Values - The Adviser Insights

Once your client has completed the values activity, it's time to determine the best fit portfolio based on their values preferences.

The Values activity is designed to uncover which ESG values matter the most to your client, which will assist you to determine the best fit portfolio recommendation and ensure your clients values are acknowledged.

Ultimately, this builds trust with your clients who feel that you truly know them and are personalising your recommendation to their unique preferences.

Navigate to the client you wish to view. On the client page either click on the 'Values' tile, or navigate to the bottom left tab 'goals and preferences'.

Here you will see an overview of your clients results. For a household, you will see both individuals Values preferences.

Select 'view report' to open a PDF version of these results which you can print or download to discuss with your clients during a meeting or file away for regulatory purposes.