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When we launched AdviceObjects, we adopted the financial industry standard pricing model – per user licences. It’s simple and easy to understand. You recruit another adviser, paraplanner or administrator, you buy another licence. But, as we’ve watched our clients grow, something has become increasingly clear. Success should be rewarded, not penalised.
Onboarding is one of the most important steps in the adviser/client relationship, yet for many firms, it is also one of the biggest administrative burdens. The good news is, you no longer have to choose between efficiency and compliance. With the right technology, you can automate much of the process and offer a highly personalised experience.
Have you ever wondered why your data is spread across various different platforms? You wouldn’t squirrel away food throughout the house. It all lives in the kitchen, where you need it. Financial advisers have been encouraged to build a technology stack piece by piece, but as the demands on your data increase, that stack is starting to look increasingly unstable.
It’s not magic – AI or otherwise. We really can help you produce tailored, compliant suitability reports in half an hour. How? Because our advice technology has been shaped and developed using your feedback. We understand how you want to work. Automating some of the suitability report process is just one example of how we keep finding ways to make AdviceObjects even better!
The thought of changing technology platforms can strike fear into the most confident financial advisers. But what if we were to tell you the biggest challenge isn’t actually moving your data, it’s taking the initial leap of faith. In fact, we’d go so far as to say, with the right partner firm, it’s easier than you might think…
The application of technology in the financial planning sector is moving quickly and firms can’t afford to stand still. But there is a fly in the ointment few are talking openly about. Many efficiency drives are failing, not because the technology is poor, but because advisers are struggling to adopt it consistently.
