Independent Advisers
Independent Financial Advisers can significantly improve productivity and profitability, while reducing the burden of compliance, licensee and legislative requirements.
Decimal lets you control different levels of compliant advice – scalable from simple advice modules to full advice: managers control what access individual advisers have. This function helps you manage your adviser resource and grow your client base in a controlled manner while helping you deliver consistent, high quality service.
All your clients get a personalised url (purl), allowing them to enter their financial goals, personal details and more. Upon submission of the pURL, the adviser can issue a Statement of Advice (SOA) after validating goals and ensuring client’s best interests are covered. The purl allows them to receive regular folio updates, to keep them informed and engaged.
Decimal reduces the cost of reviewing plans and providing advice through its web-based solution. It streamlines data collection, scenario generation and SoA production, and it’s all easily managed on one screen.
Decimal’s offers an effective lead generation process to engage referral partners, data lists or self-generated leads. Details can be can be easily uploaded, with purls able to be generated and delivered in a highly cost effective manner.