A web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations straight through to acquisition.
Advice Plus is a web-based SaaS robo-advice solution for life and pension products that provides financial lifestyle recommendations straight through to acquisition.
Advice Plus provides automated advice to consumers at a fraction of the normal delivery cost by establishing the financial needs of the clients and then providing personalised recommendations.
Advice Plus is aimed at organisations operating within a compliant and regulated environment as it allows for a fully auditable automated robo advice process.
Advice Plus currently scores 56/100 in the Financial Services category. This is based on press buzz (36/100), and other relevant information on Advice Plus gathered from around the web.
| The score for this software has stayed the same over the past month. What is this? |
Ability to set financial objectives and priorities
Save and update financial profile using the secure client portal
Needs analysis and identification of any shortfalls
Graphically present financial analysis
Financial product recommendations and personalised illustrations
Quotation and comparative quotes
Banking and Anti Money Laundering documents upload
Signature capture
Straight through processing to policy administration system
Integrated suitability assessment
