Q & A: Should I shift to a digital advice process?

How will automating my advice process support my business?

With an automated workflow you’ll save time and that’ll allow you to handle a greater workload without adding more resources - ultimately improving your efficiency and profit margins. Output your statement of advice in just minutes.

Will it help me when the new regime comes into force?

The new regime talks about making sure that clients understand the advice you give. By going digital you’ll be able to easily tick that box with visual outputs from your advice software – modelling different scenarios for your clients and showing them the impact their decisions have on the outcome of their investments. Plus, record keeping is no longer an onerous task with complete audit trails of the advice you give.