Advicebridge

AdviceBridge is the leading automated digital advice and guidance platform for financial planners. Our solution digitises many of the manual, time consuming processes, engaging your clients through its simple and meaningful interface whilst enabling you to focus on the relationship and not admin, research or reports. Our system helps gather information, analyse what is held and how it should be structured before producing a recommendation report for you to present to your client. Through this process it significantly cuts the time spent on client maintenance, reviews and proposals, enabling firms to become profitable with every client: Efficiency and speed of processes impacting on cost of servicing clients Less profitable clients Cost of employing/outsourcing paraplanners Cashflow planning too expensive to implement for all, or too complex Reduced profit due to cost increases: FCA Levy, PII, Salaries Orphan clients, inherited clients,"tails" of acquired books. Looking to improve processes & efficiency through software Looking to offer a guidance service & full advice service through software Looking for a solution to help with providing different client service levels Wanting a tech enabled service 24/7 to raise service across more clients, So do get in touch: : hello@advicebridge.com 020 3925 3850