Onvestor Advisory Limited

Onvestor Advisory Limited company information, Employees & Contact Information

A consultancy business focused on transforming the delivery of financial advice. *Background* - A regulated advice firm in its own right. - With a strong record of technology and superior workflow implementation. - Multiple successful partnerships and exits behind it. - A management team with specific (and unique to the sector) skills in advice, software engineering and brand/ proposition development. *Belief System* - Advice is more powerful than guidance. - Advice can be algorithmic (not just individualistic) – so enabling automation. - Multiple product engines can be used in combination for a ‘whole of life’ solution. - Maximising compliance and conformance across even very eclectic client bases. - Enhancing (not just matching) client experience. *Purpose* - To enhance the profitability of IFA firms by transforming the way they manage in particular lower-value clients - whether in-force or on acquisition. - Making them highly-productive, 21st Century, AI-enabled fintechs. Enabling a richer and increasingly digitised client experience.

Company Details

Employees
7
Founded
-
Address
9 Warley Hill, Brentwood,england Cm14 5ht,united Kingdom
Phone
+44-2038658000
Email
ad****@****r.co.uk
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Brentwood, England
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