Taxbriefs

How to keep your clients on top of market and investment developments

The impact of economic turbulence and market volatility is in the news every day and everyone’s investments are likely to be affected.

With your clients concerned about their portfolios, pensions or ISAs, it can be difficult to focus on the longer term, rather than reacting to short term, headline grabbing fluctuations. Add in constant notifications and rolling news and navigating the investment landscape becomes even harder.

Sharing a regular, concise summary of monthly investment developments with your clients can help you keep them on the right track with less worry and more opportunity for advice.

DOWNLOAD

Investment Update is our digital content subscription service that allows you to:

Deliver a monthly update of key investment market changes across global indices and sectors
Provide an informative, digestible summary of monthly developments relevant to their portfolios and reviews
Fully edit content in Word to tailor a more targeted and personalised service to your firm
Share highlights and key performance updates across your communication channels

Your monthly Investment Update includes:

The previous month’s market highlights
Global markets round up – UK, US, European funds, China, emerging markets etc
Sector specific updates
Key developments that may affect market performances
Background sources and links

How your annual subscription works

A Word document delivered each month of around 1,400 words.

Amend and adapt to your style each month for topical, quick and efficient updates for your clients.

Add your own personalised call to action or link to named advisers to elicit direct contact from your clients.

Send via email, add to your website, share across your social media channels, create a video summary – whatever works best for your clients.

Would you like
to find out more?

Please complete the fields below and we’ll be in touch.

First Name ^*
Last Name ^*
Company ^*
Position ^*
Email ^*
Phone Number ^*
Your Enquiry
Please let us know what types of communication you are interested in discussing (choose one)
Add your enquiry

A Word document delivered each month of around 1,400 words.

Amend and adapt to your style each month for topical, quick and efficient updates for your clients.

Add your own personalised call to action or link to named advisers to elicit direct contact from your clients.

Send via email, add to your website, share across your social media channels, create a video summary – whatever works best for your clients.

Would you like
to find out more?

Please complete the fields below and we’ll be in touch.

First Name ^*
Last Name ^*
Company ^*
Position ^*
Email ^*
Phone Number ^*
Your Enquiry
Please let us know what types of communication you are interested in discussing (choose one)
Add your enquiry

Download your Investment Update sample

Please call the Client Marketing Team on 020 8075 8210
or email us at enquiries@taxbriefs.co.uk for further details about taking an annual subscription.