What we do

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What we do

High impact – visual, transparent advice

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Digital Advice

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Build valuable relationships with your clients by sharing in their journey and goals they achieve. Deliver an enhanced experience by fostering a 24/7 relationship.

Provide clients with their own personal space, to track their goals, review their advice strategies and all meeting presentations conducted together.

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Build high impact presentations and visual strategies that empower your clients

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Practice building features.

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Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.

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Family Tree

Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.

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Track every client throughout your advice process and ensure they remain engaged throughout their journey.

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Present key strategies using high impact visual presentations, built using the my.solutions toolbox suite.

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Provide your clients with their own personal space, to track their goals, review their advice strategies and all client meeting presentations.

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Ensure the quality of the advice your advice team provides to your clients is consistent, and compliant. Enhance training of new advice staff and risk mitigation strategies.

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Build upon your advice experience by fostering a 24/7 relationship with every one of your clients, whilst automating your pipeline

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Build relationships with accountants, planners, mortgage brokers and provide them with a centralised platform to manage and track each referred client.