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.
๐๐๐๐๐ฒ๐ ๐ผ๐ฟ ๐ฐ๐ผ๐ป๐ฐ๐ฒ๐ฟ๐ป๐ ๐๐ผ๐ ๐บ๐ฎ๐ ๐ฏ๐ฒ ๐ฒ๐
๐ฝ๐ฒ๐ฟ๐ถ๐ฒ๐ป๐ฐ๐ถ๐ป๐ด:
โพ Efficiency and speed of processes impacting on cost of servicing clients
โพ Less profitable clients
โพ Cost of employing/outsourcing paraplanners
โพ Cashflow planning too expensive to implement for all, or too complex
โพ Reduced profit due to cost increases: FCA Levy, PII, Salaries
โพ Orphan clients, inherited clients, "tails" of acquired books
๐ข๐ฟ ๐๐ต๐ผ๐๐ฒ ๐ท๐๐๐...
โพ Looking to improve processes & efficiency through software
โพ Looking to offer a guidance service & full advice service through software
โพ Looking for a solution to help with providing different client service levels
โพ Wanting a tech enabled service 24/7 to raise service across more clients
๐๐ถ๐๐ต๐ฒ๐ฟ ๐๐ฎ๐ ๐๐ฒ ๐ต๐ฎ๐๐ฒ ๐๐ต๐ฒ ๐๐ผ๐น๐๐๐ถ๐ผ๐ป,
So do get in touch:
๐ช๐ฒ๐ฏ: www.advicebridge.com
๐๐บ๐ฎ๐ถ๐น: hello@advicebridge.com
๐๐ฎ๐น๐น ๐๐ ๐ผ๐ป 020 3925 3850
Company Details
- Employees
- 3
- Founded
- -
- Address
- 26 Curtain Road, London,england Ec2a 3ny,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.advicebridge.com/
- Keywords
- Risk Management, Holistic Financial Planning, Tax Optimisation, Retirement, Pensions, FinTech.
- HQ
- London, England
Advicebridge Questions
Advicebridge's website is https://www.advicebridge.com/
Advicebridge's LinkedIn profile is https://uk.linkedin.com/company/nb-dhanuka
Advicebridge has
3 employees.
View email and phone details for 3
employees at Advicebridge.
Advicebridge's industry is
Financial Services
Advicebridge's top competitors are
Gki Economic Research Co.,
Vertis Environmental Finance,
Trendi,
Intheloopai,
Pecunia Treasury & Finance,
Treat Therapeutics,
3rd Eye Analytics,
J.p. Morgan,
Asset&eve,
Fe Cashcalc.
Advicebridge's categories are Financial Services
Advicebridge's founding year is 2017
