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Hybrid Financial Planning Solution

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Solution introduction

Financial institutions are struggling to replicate their offline sales and advisory model online

We simplify and demystify financial planning

Existing digital solutions are either too simple to be credible, or too complex to scale. Our unique hybrid solution allows consumers and advisers to plan together, or independently, on the same platform- helping drive trust and transparency, while enabling advisers to demonstrate the value of their advice and the products they sell. Bridging the gap between people and the advice and products they need to secure their financial future.

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