To survive we must evolve and innovate.
Bring your business into the 21st Century by providing your clients with your own branded interactive and gamified financial planning app.
Attract digital natives clients, on the start of their financial journeys. Provide them with the financial advice they need in the way they like to consume it.
Continual Proactive Advice
AI driven analysis provides your clients with real time advice, updates and best product solutions, specifically tailored for them.
Deeper Client Relationships
With more touch points, more interaction and regular feedback you enhance the value that you bring to your clients and improve your brand awareness.
With improving technology the app innovates with the providers, allowing clients to easily implement recommended solutions themselves when it suits them through your app.
Recommendations provided to clients are supported by appropriate suitability statements and supporting regulatory documentation in addition to full AML adherence.