Spend more time with your clients
The Advice Service Desk enables Advisers to spend more time with clients with the knowledge that advice is being prepared in a structured and compliant fashion. For every piece of financial advice, Advisers provide the necessary inputs for the Advice Service Desk to analyse, prepare and implement strategies and product recommendations.
All documentation is provided for Advisers to conduct meaningful client meetings, presentations and reviews – the Advice Service Desk is the engine room behind the Adviser enabling them to grow their practice sustainably.
Our service model ensures Advisers focus only on the activities that involve direct interactions with their clients.