Be heroic… 

It’s entirely understandable that any advice firm would want to be more heroic for the advice it gives than the technology that supports it. The technology, however, does matter. Not just in running a more efficient business, but also in delivering a superior client experience.

To find out more, read on…

Build smart… 

You could of course try and re-purpose your existing technology infrastructure, and that might deliver the right outcome. For it to do so though, it would need to match or surpass the following...

An AWS Cloud-native AI solution.

With an open source,
web-based and highly secure microservices architecture.

And a single framework for hybrid advice and robo deployment.

delivers all of this.

The technology you’ve been waiting for… 

A platform designed to integrate with advice firms’ existing infrastructure and deliver significant productivity gains across client touch points while enhancing the overall client experience end-to-end...

See for yourself… 

Multi-variate segmentation done properly. Goal-setting with a true real-world orientation. AI-enabled automated advice. Super-fast cash flow forecasting. Real-time interactive scenario modelling. The highest-quality client documents efficiently produced.

Most importantly, re-using the technology you do have, and adding the technology (and vendors) you are most comfortable with.

You don’t need a crystal ball to see all this – you just need to give us a call...