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Hybrid Digital Advice
A seamless hybrid digital advice platform that combines automated financial planning with human expertise, offering personalized investment solutions tailored to client needs.
Hybrid Advice is a semi-automated financial planning and investing solution that considers clients’ circumstances and offers suitable recommendations to achieve financial goals digitally and through human adviser interaction. This solution provides firms with the ability to deal with personalised client scenarios through appropriate level of human interaction and support.
Hybrid Advice recommendations are typically powered by a centralised investment proposition (CIP) strategy and implemented with multiple strategies (Model Portfolios, DFMs, Multi-Asset Funds) based on risk, client segments and goal types. The additional feature of a Hybrid model is that Advisers can have the flexibility to deviate from CIP strategies based on a client’s specific circumstances and offer a bespoke client portfolio under an SMA/Discretionary basis as and when appropriate.
Through hybrid advisory, firms can evolve their business, attract a new customer segment, and serve them flexibly and cost-effectively whilst realising greater operational efficiency. Embracing our hybrid advice digital model can generate more revenue per Adviser/Agent/Relationship Manager while effortlessly serving a broader customer base.
More Than Just Business Solutions
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Certified for ISO 9001:2015 and ISO 27001:2013, ensuring robust quality and security standards.
We develop our solutions in-house, providing swift training and support with full knowledge.
Offering integrated SaaS, REST API modules, cloud-native, and on-premise solutions for flexibility.
Experienced in financial services, serving clients from enterprise to owner-led firms with expertise.
Our flexible technology enables custom digital propositions to help clients differentiate.
Independent and employee-owned, focusing on long-term partnerships and client success.
We innovate and support clients' digital strategies from planning to execution.
Providing ongoing, personalised support and continuous platform enhancements for clients.
Hybrid Financial Planning & Investing
A semi-automated solution that evaluates client circumstances and delivers tailored investment recommendations through digital tools and human interaction.
Customizable Portfolio Management
Powered by a centralized investment proposition (CIP) with options like Model Portfolios, DFMs, and Multi-Asset Funds, with flexibility for advisers to customize strategies.
Efficient Business Growth
Hybrid advice enables firms to serve more clients cost-effectively, enhance adviser efficiency, and attract a broader customer segment.
Higher Revenue per Adviser
The hybrid model increases adviser productivity, enhances client engagement, and drives more revenue per adviser while maintaining a personal touch.
