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ARC Suggestus

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All Versions of ARC Suggestus

6.0

March 22, 2024

Celebrating 20 years of providing insights, this update introduces a refreshed design, enhancing accessibility to our comprehensive industry research.

5.2

September 1, 2022

Minor update to fix a styling issue on the homepage.

5.1

May 2, 2022

In this minor release, you can now select any start and end date for the ARC indices interactive chart. This will make it easier for you to see if the performance of your portfolio is in-line with the performance of similar portfolios over the same time period.

5.0

March 26, 2022

We’ve added an interactive chart for the ARC Indices which allow you to view them in more detail over different time periods. You can now register an account on the Suggestus Platform which will enable you to run your QuickChecks and view the interactive chart for the index data. Managing your communication preferences is now possible directly in the app. Remember you can always re-run your QuickChecks on the fly using the QuickJump bar at the top of the screen, change your settings and then press re-run.

4.0

January 29, 2022

We have refreshed the apps user interface, including a new menu and homepage. We have grouped all the QuickChecks together. You can now QuickCheck the performance of your portfolio against our universe of over 300,000 accounts, get an instant view on your fees versus our universe of industry data and run a Risk QuickCheck to provide an integrated Risk Profiling Report. We have added a summary of the ARC Indices which allow you to quickly and easily understand if the returns of your portfolios are in-line with the performance of similar portfolios using data from over 100 leading investment managers. You can now login to your Suggestus account, enabling you to run your QuickChecks and see your Suggestus user details. As well as notifications we now support ease of login using Biometrics. Remember you can always re-run your QuickChecks on the fly by tapping on the QuickJump bar at the top of each screen, changing your settings and then hitting re-run.

3.0

July 10, 2021

In addition to being able to QuickCheck the performance of your portfolio against our universe of over 250,000 accounts and get an instant view on your fees versus our universe of industry data, this major update includes Risk QuickCheck; A nine question questionnaire that has been designed to place investor’s risk appetite into one of the four PCI risk categories based on the investor’s Circumstances, Financial Situation, Expectations, Risk Aversion and Confidence. It helps establish a realistic risk budget upon which a strategic asset allocation may be based. Our questionnaire incorporates the above principles to provide an integrated Risk Profiling Report. We now support notifications which when given consent will allow us to let you know about key updates, information and events provided by the team at suggestus.com. We have also updated the apps user interface, added the ability to get the latest report for each type of QuickCheck and added support for dark mode.

2.0.1

September 19, 2020

Minor update to support iOS 14 & iPadOS 14

2.0

August 1, 2020

As well as QuickChecking the performance of your portfolio against our universe of over 250,000 accounts, this major update adds Fee QuickCheck and Manager Information sections. Compare your portfolio costs against the industry. You can also save your information to speed up future checks. Happy QuickChecking! N.B. This release requires extra permissions to persist data (your Portfolio Settings) and open links from your phone (allows you to contact Managers from your device).

1.3

October 7, 2019

Thanks for using the Suggestus mobile app and running your QuickChecks. This minor update simply adds two optional input fields to help you identify your portfolio. The first records the size of your portfolio and the second holds an account identifier. So now when you download your QuickCheck report you can identify the portfolio. Happy QuickChecking!

1.2

May 1, 2019

Thanks for using the Suggestus app. This version includes the following updates: Once you have run a QuickCheck, you now get a link to view your QuickCheck report. You might want to save it or share it! After running a QuickCheck, you can now change the parameters and rerun. Simply click on any of the six boxes below the QuickCheck result and the app will show the relevant screen to allow you to change the input values. You will then be returned to the QuickCheck results page with a greyed-out face. If you then click rerun (bottom right) the Suggestus app will re-run your QuickCheck with your new parameters. Voila, Quick QuickChecks! If you choose to enter annualised returns on the returns screen the return turns green. Also, the return input box now has a border to highlight the input area.

Description of ARC Suggestus

Compare your investment portfolio or pension performance and costs with people like you. It streamlines portfolio assessments, indicating whether further analysis is required. ARC Indices: Offers a summary and interactive charts for assessing your portfolio returns against those from over 125 leading investment managers. Performance QuickCheck: Enables instant portfolio performance comparisons. Fee QuickCheck: Provides a snapshot of how your fees compare to industry standards. Risk QuickCheck: A nine-question survey classifies your tolerance and appetite for risk into one of four categories QuickCheck brings you context and insight to allow you to make better decisions. The app also integrates with our research platform for seamless account management and supports biometric login for ease of access. For further details on the ARC Private Client Indices, visit www.suggestus.com. * New in v6 * Celebrating 20 years of providing insights, this update introduces a refreshed design, enhancing accessibility to our comprehensive industry research.

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