3 Lloyd’s Ave, London, EC3N 3DS, United Kingdom
AdviceBridge automates the processes, research and analysis for advisers auto generating a retirement plan that the adviser can then easily and quickly review before presenting it to the client
AdviceBridge is the leading automated digital advice and guidance platform for financial planners. Our solution digitises many of the manual, time-consuming processes, engaging your clients through its simple and meaningful interface whilst enabling you to focus on the relationship and not admin, research or reports. Our system helps gather information, analyse what is held and how it should be structured before producing a recommendation report for you to present to your client. Through this process it significantly cuts the time spent on client maintenance, reviews and proposals, enabling firms to become profitable with every client.
The driver for AdviceBridge’s formation was when co-founder Sheetal wanted to review his own personal finances, checking what level of income he would receive in retirement and what that meant for him now in regards to saving and spending.
Having spoken with a range of financial advisory firms, none were able to indicate this, without full in-depth analysis, nor provide a single figure showing what he or any other client could afford on a monthly basis – which applied to everyone irrespective of the size or complexity of their finances.
Building off this the platform was developed much more extensively, for advisers to overcome the inefficiencies they face today, helping improve their profitability specifically regarding mass-market clients.
Efficiency & profitability through engaging AdviceBridge AdviceBridge is easy to implement within your business, integrating with existing software and significantly improving your business. Advisers & clients get their own separate dashboard along with an intuitive and easy to use interface for loading or updating information. It is designed to save you......