Solution introduction
Discovery module: combining remote financial health check, client goals setting and financial education, stressing the importance of building a financial plan. Guidance reports produced at the click of a button, showing early value, next steps, and covering all the bases for compliant disclosure
Suitability Report module: a fully FCA compliant and easy to read goals-based investment suitability report created in just 10 mins. Fully configurable to your business’ requirements and central investment proposition
ammonite is a configurable and white labelled cloud solution with client acquisition (discovery module) and client recommendation (suitability report module), powering a remote client journey.
