We assist financial advisers in making their internal processes faster and easier

 

Assess - Streamline - Optimise

Technology should make things easier for you, not harder.

We assist streamlining your  internal work processes using the best techology suited for your business.

Instead of you having to addapt your processes to a range of support software, we look at your processes and find the best software solutions to support your preferred way of working.

Step 1 - Assess your business

In our first meeting we talk about your business and how you are currently running your financial planning business. We will also explain in detail how we can assist you in saving time and money on your internal client processes.
This meeting is free of charge and without obligation. 

Step 2 - Present Recommendations

After our meeting we will write a report evaluating your current business processes including recommendations on how to optimise your processes and our recommendations on software platforms which will help streamline your business processes and reduce time/costs. It will also inlcude an implementation incl. costs and a timeline for implementation.

Step 3 - Implement changes

On your approval we will implement the recommended changes and set up the chosen platforms. After this is in place we train you and your staff on how to use and maintain the software and new work processes.