If you read our previous article, 7 Reasons Why You Need a Digital Advice Process, you’ll remember we explored the benefits of going digital and how a purpose-built tool can save time, reduce errors, and improve client experiences. Now it’s time to see how Investment Adviser Tool puts all of that into practice.
Investment Adviser Tool is designed specifically for financial advisers who want to make the investment advice process faster and more consistent, without sacrificing client experience.
Here are six ways it makes your work easier:
1. Simplifies Fact Finds
Collect client data digitally – no more chasing forms or retyping information. You can complete the Fact Find in person or send it for clients to fill out online, and everything flows directly into your advice documents.
2. Makes Projections Easy
Our optional Projection Tool lets you model investment scenarios quickly and accurately. Run projections for clients during meetings and show how your advice can help them to reach their financial goals. Provide clear, personalised insights without juggling spreadsheets.
3. Streamlines Provider Selection
Your preferred providers are already loaded into the Tool, so you can select recommendations in seconds. Add custom meeting notes and record portfolio rationales for each client. All this information flows seamlessly into the SOA.
4. Generates Documents Instantly
Produce Statements of Advice, Authorities to Proceed, Fact Finds and other key documents in just a few clicks. Templates are automatically populated with your client data and acknowledgements, so you can spend more time on advice and less on admin.
5. Keeps Everything in One Place
Client information, investment details, and advice documents all live within the Tool. No more scattered folders, lost emails, or outdated spreadsheet versions – just a clean, centralised workflow.
6. Reflects Your Brand
Your logo, colours, and brand style appear across all client documents and communications, giving your advice process a professional, consistent look that builds trust.
Ready to See It in Action?
Our next article shows how Investment Adviser Tool fits into your full investment advice process – from the first client meeting through to delivering advice and implementation. Read From First Meeting to Statement of Advice: How Our Tool Powers Every Step of Investment Advice.
Or, request a demo to see Investment Adviser Tool in action and explore how your advice process could be transformed.
