This tool enables advisers to deliver quality investment advice online, directly to the consumer (D2C), broadening services to clients who traditionally haven’t sought advice, including fee-averse customers and younger generations. Efficient engagement, mobile enabled, digital solutions hold significant appeal to this largely untapped market.
With so many investments available, it can sometimes be difficult for individuals to make the right choice.
This service recommends a savings product to your client depending on their goals and priorities.
Map your existing advice process, and your risk profiles to specified fund universe or whole of market (Dependent on advice permissions).
A2Risk: ATR profiling tool
If you would like to find out more about Turo, fill in the form and one of the team will be in contact with you.
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.
© 2020 Wealth Wizards Limited.