Investment & Bonds Microservices
With the ever increasing need to provide new or further digital services to your customers & advisers to help support their requirements to understand the current or future investment environment. Through CTC’s decades of knowledge of the investments industry, we have produced a range of microservices that can be utilised by our clients to provide tools and calculators.
With the flexibility that CTC’s Investment & Bonds offering, you can implement our microservices with any existing system. More information on our microservices can be seen below.
Calculators
Bond Gain Calculator
A specialist tool to calculate an individual’s bond gain.
Collectives & Bonds Calculator
A specialist calculator to calculate collectives & bonds.
Discounted Gift Trust Discount Calculator
A specialist calculator to help calculate discounted gift trust discount.
Investment Calculator
A specialist calculator to help members calculate the impact of their investment portfolio on their funds.
ISA Costs and Charges Calculator
A specialist calculator to calculate costs and charges for ISA’s.
Investment
Attitude to Investment
A simple questionnaire to gain an understanding of a member’s attitude to investments.
Attitude to Risk
A simple questionnaire to gain an understanding of a member’s attitude to investment risk.
Investment Pathways Comparator
A simple tool to help members understand and compare their investment pathway options.
Illustrations
Illustrations (Bonds)
Helping your organisation mass-produce comprehensive, compliant Bonds illustrations.
Illustrations (GIA)
Helping your organisation mass-produce comprehensive, compliant GIA illustrations.
Illustrations (ISA)
Helping your organisation mass-produce comprehensive, compliant ISA illustrations.
