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
Benefits of use
An independent view from DigitalWealthInsights
harmony. If you haven’t already tried this tool, you absolutely should!
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Book a demo here or contact us today on 0330 102 8402
We'd love to help you become more effective and efficient