We provide advice firms with a platform fee comparison ($ & %) of their client’s existing platforms & investments against the recommended scenario.
This helps the advice firm identify potential cost & benefit enhancements from moving platform or investment strategies and make informed decisions with clear data.
We segment the advice firm’s client base and get you set for client engagement. We’ve developed an advice request system that knows when implementation packs are required.
We segment the advice firm’s clients by costs, benefits, platform, adviser, FUA, advice type, number of products and much more.
