Panel Selection

Ongoing panel management is a significant task for major advice businesses. It can involve significant amounts of repetitive work for both advisers and life companies/ platforms creating and responding to detailed questionnaires. Once the information is received there is the question of how to analyse it.

FTRC can considerably reduce the work for both advisers and Life Companies/Platforms by:

  • Removing the need for advisers to build their own detailed research questionnaires
  • Vastly reducing the time needed for life offices and platforms to respond to such requests
  • Providing extremely granular data to analyse and compare Life Companies/Platforms with
  • Delivering easy to use tools to extract detailed and consistent comparison of information

This service is specifically designed to assist and support Due Diligence and Panel selection processes.