Defined benefit transfer is one of the most complex areas of financial advice. This module enables the adviser to automate parts of the advice process, giving them a cost-effective and compliant solution to delivering advice to their clients.
Turo uses artificial intelligence technology to learn from defined benefit advice cases, providing consistent and repeatable recommendations which will take into account your company advice policy.
The adviser gets a solution summary on screen with all product recommendations and supporting data which are used to produce a suitability letter for the client.
Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641.
Registered Address: Wizards House, 8 Athena Court, Tachbrook Park, Leamington Spa, CV34 6RT.
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