As they do less of the daily grind. The bulk of the heavy lifting like processing, admin and reports is all taken care of by automated technology.
Powerful links to providers, portals and platforms means everything can be done faster and more efficiently. Better levels of integration means time savings galore.
Compatible systems work in harmony to reduce duplication and mistakes. Everything is easier resulting in a superior service for clients.
The integrated adviser will be armed with seriously impressive tools so financial planning becomes more engaging, personal, and client-centred.
Everyday efficiency gains from integrated technology creates savings so these advisers achieve better margins and can deliver more affordable advice for clients.
Integrated advisers have got their back (and their middle) office in hand, giving them extra time to spend up front building great relationships with clients.
The integrated adviser gets on with business knowing they’re protected by automated compliance and risk management capability.
They can segment, engage, advise, trade, comply, plan and report - wherever and whenever, and all from one system.
The integrated adviser has an enviable single view of their business, so can spot advice opportunities and prospects at a glance.
Integrated tech provides a foundation to evolve and grow a business; highly attractive if you’re thinking about selling up.
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