AdviceBridge

Helping financial planners serve every client

General Information
Company Name
AdviceBridge
Founded Year
2017
Location (Offices)
London, United Kingdom +2
Founders / Decision Makers
Number of Employees
3
Industries
Finance, Financial Services, Fintech
Funding Stage
Non Equity Assistance
Social Media

AdviceBridge - Company Profile

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. ๐—œ๐˜€๐˜€๐˜‚๐—ฒ๐˜€ ๐—ผ๐—ฟ ๐—ฐ๐—ผ๐—ป๐—ฐ๐—ฒ๐—ฟ๐—ป๐˜€ ๐˜†๐—ผ๐˜‚ ๐—บ๐—ฎ๐˜† ๐—ฏ๐—ฒ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ถ๐—ป๐—ด: โ—พ Efficiency and speed of processes impacting on cost of servicing clients โ—พ Less profitable clients โ—พ Cost of employing/outsourcing paraplanners โ—พ Cashflow planning too expensive to implement for all, or too complex โ—พ Reduced profit due to cost increases: FCA Levy, PII, Salaries โ—พ Orphan clients, inherited clients, "tails" of acquired books ๐—ข๐—ฟ ๐˜๐—ต๐—ผ๐˜€๐—ฒ ๐—ท๐˜‚๐˜€๐˜... โ—พ Looking to improve processes & efficiency through software โ—พ Looking to offer a guidance service & full advice service through software โ—พ Looking for a solution to help with providing different client service levels โ—พ Wanting a tech enabled service 24/7 to raise service across more clients ๐—˜๐—ถ๐˜๐—ต๐—ฒ๐—ฟ ๐˜„๐—ฎ๐˜† ๐˜„๐—ฒ ๐—ต๐—ฎ๐˜ƒ๐—ฒ ๐˜๐—ต๐—ฒ ๐˜€๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป, So do get in touch: ๐—ช๐—ฒ๐—ฏ: www.advicebridge.com ๐—˜๐—บ๐—ฎ๐—ถ๐—น: [email protected] ๐—–๐—ฎ๐—น๐—น ๐˜‚๐˜€ ๐—ผ๐—ป 020 3925 3850

Taxonomy: Automated digital advice, Financial planning software, Client engagement, Cost reduction, Personalized financial planning, Risk management, Tax optimization, Retirement planning, Regulatory compliance, Client servicing, Tech-enabled financial services, Holistic financial planning

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