AdviceBridge
Financial Services - London, England, United Kingdom
AdviceBridge Employees
AdviceBridge Details
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 clientsโพ Less profitable clientsโพ Cost of employing/outsourcing paraplannersโพ Cashflow planning too expensive to implement for all, or too complex โพ Reduced profit due to cost increases: FCA Levy, PII, Salariesโพ Orphan clients, inherited clients, "tails" of acquired books๐ข๐ฟ ๐๐ต๐ผ๐๐ฒ ๐ท๐๐๐...โพ Looking to improve processes & efficiency through softwareโพ Looking to offer a guidance service & full advice service through softwareโพ Looking for a solution to help with providing different client service levelsโพ 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.com๐๐บ๐ฎ๐ถ๐น: hello@advicebridge.com๐๐ฎ๐น๐น ๐๐ ๐ผ๐ป 020 3925 3850
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