We combine the essential infrastructure and financial advisory proposition (as-a-service) to enable a network of Financial Advisory Businesses to operate and thrive.
We operate a multi-channel proposition to serve the full spectrum of financial advisory business models for Appointed Representatives and Directly-Authorised firms.
A wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring which I enjoy with my whole heart.
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, portfolio evaluation and risk assessment.
In contrast, a dynamic approach to data capture and analysis can revolutionise the client experience, transform the industry value-proposition and transcend the current regulatory framework governing retail financial services.