Services
Management
This relates to the Management & Implementation of Business Development & Financial Adviser Development Tools & Processes matching the needs of current clients with the specific product and technology solutions we offer.
Distribution
Our FSP & Financial Adviser development is underpinned by the focus on matching the financial planning conclusion to the product solution we offer both in the standardised and customised environment. The Product solutions offered via our Business Development Consultants are matched to the need of our clients, the FSP & Financial Planners
Services
Not forgetting how we started we understand that the support FSP’s and financial advisors need remains. Services therefore refers to closing the gap between internal departments on administration processes and administration queries. Whilst tending to such queries are important, we also recognise the need and efficiencies it offers when implementing technological solutions made available by us.
