Your clients expect you to deliver more for less
As the FinTech revolution continues apace, when it comes to getting financial advice, your next generation of clients have a wider choice than their parents did. Don't be surprised when they expect more for less and there lies the challenge.
In the rush to provide ESG compatible investment recommendations, are you confident your website is sending the right messages? Both the end investor and the UK's regulator, the FCA, are now expecting Financial Advisors and Wealth Managers to
back up their assertions when offering advice around sustainable investments.
If you subscribe to Algo-Chain's white label solutions, in no time at all you will be able to showcase the detailed credentials for all of the funds that are included in your existing Model Portfolio Service.