Investment advice
‍‍

✓ D2C Digital
✓ Advice
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Allow clients to take control of their savings by providing a personalised investment recommendation for a lump sum or a regular payment, together with regular reviews.

Who does this help?

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.

Client objectives
Outcomes
ISAs:
Invest into a Stocks and Shares ISA to build savings for the long term. Available for lump sum or monthly payments.
Additional investment types:
If the Stocks and Shares ISA allowance has been used up or another tax wrapper would suit better, have GIA (Unit Trusts), JISA, SIPP, Junior SIPP or LISAs recommended instead.
Retain existing product:
If current investments are still suitable, the client can add an additional lump sum and regular amounts.
Switch to a new product: Which is more aligned to their goal or risk profile.
Configurable parts

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

Dialogue

Live products

Get in touch

If you'd like to find out how Turo can work for you, fill in the form below and someone will be in touch.  

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© 2019 Wealth Wizards


Disclaimer

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.
Registered in England & Wales, No. 06030782. 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 ® and the wizard hat logo are registered trademarks; the trademarks, trade names and logos on this website, and the copyright and pending patent applications, are used by Wealth Wizards Advisers Limited under licence from Wealth Wizards Limited. Pension Tidy-up, Pension Predictor, Money Wizard, Advisor Wizard, Mortgage Wizard, Protection Wizard, Investment Wizard, Investor Wizard, Insurance Wizard, and ISA Wizard are trademarks and logos of Wealth Wizards Limited. 

© 2019 Wealth Wizards Limited.