We combine the essential infrastructure and financial services proposition to enable financial advisory businesses to operate and thrive.
We provide a multi-channel proposition to serve the full spectrum of business models for Appointed Reps and Directly-Authorised firms.
Rimbal is a financial services & technology group that facilitates better client outcomes to more people at greater profit and scale with less risk.
Within the financial advisory industry today, and deeply entrenched within the regulations, is a snapshot approach to data capture (“as is” without metadata) that results in a static model for client suitability and risk assessment.
In contrast, a dynamic approach to data capture and analysis will revolutionise the client experience, transform the industry value-proposition and exceed the requirements of the current regulatory framework governing retail financial services.