Financial advice is both art and science. We take care of the science and automation so you can focus on the art of advice.
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Maria Marques
If you’re one of our clients I’m sure you’ve heard us talk about our online community — a digital space hosted by financial planners for financial planners. But if you haven’t heard of it before, there’s a good reason. For the past five months since we launched this community, Thinkpod has sort of been our tiny secret we only share […]
Maria Marques
Retaining clients is the most important thing an adviser can focus on, because without clients there is no business. It sounds obvious, but then again advisers and staff can spend so much time on paperwork and the small print that they risk losing focus on the larger picture – demonstrating consistent value to clients and […]
José Supico
Here’s a horror story for you: Financial advisers are spending nearly five hours a week on “unnecessary” tasks. This amounts to around one in every eight working hours and is costing advisers a whopping £220 per week in wasted time! We know this because we’ve just asked 86 financial advisers from across the UK to […]
Angela Miguel
If you’re a fan of Apple, no doubt you’ll have heard of the words ‘user experience’ or ‘UX’ for short, being bandied about when people talk about design. What does it actually mean? What’s it all about? For starters, ‘user experience’ is nothing new. It’s been all around us since we started to develop ourselves as […]
Andre Costa
If you’ve stumbled upon this article you’re most likely browsing ways to schedule a demo to gain in-depth knowledge on our offer and understand how it fits with your business’ needs. Close enough? Even if you’re not looking to replace your current system and we’ve still managed to pique curiosity, you should definitely get in […]
Rita Santos
If you’re asking yourself whether you, as a financial adviser, or your business, should be on social media, the answer should be a no brainer. It’s 2018 and everyone seems to be glued to their screens permanently, so why wouldn’t you want to take advantage of that? But if you’re just starting out, the choice […]
Andre Costa
On May 25th, 2018 the new European data privacy law — General Data Protection Regulation, or GDPR — went into effect. So we’ve reviewed our privacy policies and agreements. In order not to cause you too much trouble with boring details, here’s a 1-minute video with our four pledges.
Maria Marques
Robo-advice, or the process by which investment solutions are produced through algorithms, has split the adviser community for years now. Human vs. robo has formed the basis of hundreds of debates about the future of advice, with advisers quite rightfully lamenting the death of the human touch. But embracing technology is not an all or […]
João Romão
Whenever you fill in a section of a client’s Fact-find, that data has to go somewhere… somehow. When your data gets to its destination, you want to be sure that it’s completely safe and untouchable by anyone but you or your client. Especially when it comes to such sensitive data as personal details, assets, incomes, […]
Maria Marques
Advicefront is on a mission to eradicate waste, but we need your help! Here’s the problem, we suspect hundreds – if not thousands – of hours are lost every week to admin tasks that should be done automatically, causing misery to advisers and paraplanners everywhere who would much rather be doing something far more valuable with […]
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