FinTech Awards 2023

<p>The AdviceBridge system helps gather information, analyse what is held by the client ie. Cash, ISA, GIA, Pensions (as well as property, income, goals etc) before recommending how their investments should be structured whilst automatically producing a report for advisers to present to their clients.</p> <p>This cuts the time spent on onboarding a new client from the typical 25/30 hours to under 5 hours (including meetings) saving 70% to 80% of time [as well as al the other tasks].</p>