We provide the essential infrastructure, technology and financial services proposition that enables hundreds of IFA businesses to operate and thrive.
Our ValidPath proposition supports a community of independent financial advisers across the UK from start-up to scale-up and growth to succession.
Rimbal is a financial services and technology group pioneering the future of independent financial advice with operations across the UK.
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.