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AdviceBridge

http://advicebridge.com/

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.

𝗜𝘀𝘀𝘂𝗲𝘀 𝗼𝗿 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀 𝘆𝗼𝘂 𝗺𝗮𝘆 𝗯𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗶𝗻𝗴:
◾ Efficiency and speed of processes impacting on cost of servicing clients
◾ Less profitable clients
◾ 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
◾ Orphan clients, inherited clients, "tails" of acquired books

𝗢𝗿 𝘁𝗵𝗼𝘀𝗲 𝗷𝘂𝘀𝘁...
◾ Looking to improve processes & efficiency through software
◾ Looking to offer a guidance service & full advice service through software
◾ Looking for a solution to help with providing different client service levels
◾ Wanting a tech enabled service 24/7 to raise service across more clients

𝗘𝗶𝘁𝗵𝗲𝗿 𝘄𝗮𝘆 𝘄𝗲 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻,

So do get in touch:

𝗪𝗲𝗯: www.advicebridge.com

𝗘𝗺𝗮𝗶𝗹: hello@advicebridge.com

𝗖𝗮𝗹𝗹 𝘂𝘀 𝗼𝗻 020 3925 3850