This product is designed to significantly reduce the hours of manual time involved in checking your advisers’ recommendations, starting a with simple digital input into a robust and reliable system.
Turo uses artificial intelligence technology to learn from previous defined benefit advice cases, providing consistent and repeatable confirmations of recommendations which will take into account your company advice policy.
We would recommend a 3 month implementation process, continuing with manual case checks and Turo digital advice checks in parallel to ensure complete confidence in the system.
The adviser gets a solution summary on screen with all recommendations. They also have the ability to analyse and check the distribution of particular advice cases in relation to others.
Wealth Wizards Benefits Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 596641
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