Solution introduction

Bridging the Advice Gap…

You may have a dilemma in regards to the service level you provide versus the cost of providing this and the level of profitability or alternatively you may just be looking at ways to increase engagement with clients who are expecting more through technology

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 time and help your clients feel more engaged in their financial future.

Issues or concerns you may be experiencing:

  • Efficiency and speed of processes impacting on cost of servicing clients and hence decreasing profitability
  • Cost of employing/outsourcing paraplanners
  • Cashflow planning too expensive to implement for all, or too complex
  • Reduced profit due to cost increases: FCA Levy, PII, Salaries
  • Smaller value clients, orphan clients, inherited clients, “tails” of acquired books

Or those just…

  • Looking to improve processes & efficiency through software
  • Looking for a solution to help with providing different client service levels
  • Wanting a tech enabled service 24/7 to raise service levels across more clients

For advisers…

  • Automates the processes, research and analysis for advisers, identifying which wrappers the client should be utilising, automatically updating the financial plan
  • Cuts the time spent on a new clients down from the typical 35/45 hours to 6 hours (including meetings) saving 75% to 85% of the time
  • Increases the level of profitability substantially with smaller clients
  • Runs over 1,000 simulations taking into account various tax scenarios and risk at wrapper level, recommending the best structure across your clients holdings
  • Attracts younger accumulating clients through digital service

For advisers’ clients…

  • Provides a single figure showing what clients can afford to spend NOW and IN RETIREMENT on a monthly basis
  • More engaging for client creating greater touch points, familiarity and greater trust with the adviser firm
  • Goals based tool enables clients to simply see how altering their finances will impact them now and in retirement
  • Enables clients to update information 24/7 (alerting their adviser instantly to changes in their finances)
  • Bridges the gap for lower value clients enabling them to start their journey with an adviser earlier


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