Journeys can be accessed by customers or advisers ensuring a seamless experience.
Turo can be fully aligned to your advice policy, brand guidelines and compliance requirements.
Adopt as few or as many micro-services to optimise your business and a achieve a faster time to market.
Understand customer and adviser behaviour, trends and outcomes to improve overall performance.
Turo integrates with your existing technologies such as CRM solutions, provider platforms, improving communication and productivity between systems.
Seamlessly transfer data from your other applications to reduce costly re-keying and administration time.
Turo enhances your risk framework by providing advice guardrails, anomaly detection and reporting.
After taking the automated financial health check, the user receives a financial wellbeing score and a personalised report to help them achieve their current and long-term financial goals.
A conversational interface and content library guides the user on how to improve their financial wellbeing including reducing debt, increasing savings and saving enough for retirement.
The conversational interface guides the user on retirement planning, provides guidance on defined benefit pensions and sends the user a personalised options retirement report.
Offer clients fully regulated advice on pension contributions, investment strategy, ISAs, DB Transfers – abridge advice and transfers.
Offer clients fully regulated advice to consolidate existing pots, providing an efficient, compliant and auditable process while providing aggregate MI.
Offer clients fully regulated retirement advice including lifetime cashflow, income planning, annuity drawdown and aggregate MI.
Turo's digital and hybrid solutions provide an end-to-end journey to support your clients’ financial wellbeing and regulated advice needs, while enabling you to focus on the core areas of your business.
Education and guidance for 9 finwell areas:
Pensions Guidance Tool
Accumulation Advice (investments and pensions)
Accumulation Execution Only (investments and pensions)
Retirement Option Guidance Tool
Pensions Guidance Tool
Pension Consolidation Advice
Investment Consolidation Advice
DB Abridged Advice
DB Transfer Advice
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
Registered in England & Wales, No. 07014133. The information contained within this site is intended for UK consumers only and is subject to the UK regulatory regime.
Wealth Wizards®, Pension Wizard ®, Retirement Wizard®, Turo® and MyEva® are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Benefits Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Investment Wizard, are trademarks and logos of Wealth Wizards Limited.
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