Automated Advice

Provide a light-touch, self-service option for clients who want to buy basic investment products online.

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Grow your business through Automated Advice

Automated Advice is an online investment tool for clients who want to buy basic investment products such as an ISA or General Investment Account. Using attitude to risk, capacity for loss and investment projection tools, Automated Advice will produce the most suitable investment solution for your client.

Automated Advice at a glance

Future proof your business by targeting a wider audience

Reach a new pool of clients with smaller amounts to invest

Gives your clients a self-serve option for smaller investments/end of tax year

Watch the webinar

Benefits of use

Provide a light touch, self-service option for clients who want to buy basic investment products online. Clients can start investing with as little as £250 and can be top up with just £1. 
Maximise your client banks by appealing to younger investors who are usually turned away for full advice
Research and due diligence has been carried out by Square Mile and Oxford Risk.
Choose your own fund provider: 7IM, Architas, Standard Life Investments, SEI and Vanguard
Build a strong pipeline of clients to future proof your business

An independent view from DigitalWealthInsights

Intelliflo giving so many IFA firms the ability to offer automated advice is a significant step forward for the whole advice industry.
Ian McKenna
This is an example of humans and technology working together in
harmony. If you haven’t already tried this tool, you absolutely should!
Kerry Nicolaides

What next...

1

Getting ready...

Make sure you are set up on PFP first. This is required to use Automated Advice
PFP
2

Download

Download our Automated Advice brochure to answer any questions you may have
3

Watch the video

If you are still unsure, check out our Automated Advice video to help explain the service and how it can benefit you

Asset 6

Take the next step

Book a demo here or contact us today on 0330 102 8402

We'd love to help you become more effective and efficient