The PFS Affinity Partner Program helps you focus on the areas that create the greatest value for your clients and your business. PFS helps you progress from an investment manager to a wealth manager through these end-to-end business solutions: Asset class investing
A central part of our solution which provides superior and reliable performance while delivering a more satisfactory investment experience for clients. Simply put, when you invest client funds using asset class investing, there's no need for fund selection, fund-switching, re-weighting, or short-term performance concerns. You'll have more time to concentrate on improving your service, and over the longer-term, asset class investing will out-perform the market - as a new generation of advisers is starting to discover. | Lifestyle wealth management
Allows Affinity Partners to focus on helping clients achieve their aspirational objectives. Through the discipline of keeping clients accountable it also assists clients with their 5 key money issues; making, growing, managing, protecting and transferring their wealth. PFS Fitness Club
A structured online practice management process with tools and reviews based on your business needs. The Fitness Club has 5 steps to build a more profitable business. Leading edge technology
In partnership with XPlan Technology, PFS has built a comprehensive financial planning suite. The technology automates the entire spectrum of financial planning functions from client and portfolio management, client relationship management, financial and strategic modelling, automated advice document production, work flow and compliance management.
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