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. ๐๐๐๐๐ฒ๐ ๐ผ๐ฟ ๐ฐ๐ผ๐ป๐ฐ๐ฒ๐ฟ๐ป๐ ๐๐ผ๐ ๐บ๐ฎ๐ ๐ฏ๐ฒ ๐ฒ๐ ๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ถ๐ป๐ด: โพ Efficiency and speed of processes impacting on cost of servicing clients โพ Less profitable clients โพ Cost of employing/outsourcing paraplanners โพ Cashflow planning too expensive to implement for all, or too complex โพ Reduced profit due to cost increases: FCA Levy, PII, Salaries โพ Orphan clients, inherited clients, "tails" of acquired books ๐ข๐ฟ ๐๐ต๐ผ๐๐ฒ ๐ท๐๐๐... โพ Looking to improve processes & efficiency through software โพ Looking to offer a guidance service & full advice service through software โพ Looking for a solution to help with providing different client service levels โพ Wanting a tech enabled service 24/7 to raise service across more clients ๐๐ถ๐๐ต๐ฒ๐ฟ ๐๐ฎ๐ ๐๐ฒ ๐ต๐ฎ๐๐ฒ ๐๐ต๐ฒ ๐๐ผ๐น๐๐๐ถ๐ผ๐ป, So do get in touch: ๐ช๐ฒ๐ฏ: www.advicebridge.com ๐๐บ๐ฎ๐ถ๐น: [email protected] ๐๐ฎ๐น๐น ๐๐ ๐ผ๐ป 020 3925 3850
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