There’s so much to love about digital advice, here are our top three reasons we think you’ll be excited to get started.
1. Better service even if you have less to invest
Not everyone has a fortune to invest, but that doesn’t mean your financial goals are any less important. Unfortunately, many financial advisers simply don’t have the time or resources to provide the same level of face-to-face advice with all clients. With digital advice, however, anyone can receive quality bespoke advice at a fraction of the cost of regular financial advice.
Most importantly, you will still be able to speak with a real person at any point so you don’t need to worry about losing that human understanding – [Your Company] adviser or ours.
2. Putting the power in your hands
Digital advice delivers far more than just a compliant Statement of Advice (SoA). It provides you with the essential tools and educational materials to help you regardless of whether you are starting out or well-established in the financial game.
Most importantly, you receive tailored recommendations and [Your Company] roaches from your adviser based on what you want, rather than the obligatory ‘check-in’ review you may or may not be currently receiving.
3. 24/7 access to your portfolio and fast answers to your questions
It’s one of the best parts about digital advice: you have access to your portfolio anywhere, anytime. With Ignition Wealth’s platform, your portfolio information is at your fingertips whenever you want it.
Importantly, our online portal comes preloaded with responses for questions on the most common client goals so you receive a quick answer to your question. We also provide click-to-talk functionality for those more complicated questions where you need a personal response.
Ignition Wealth puts the power in your hands to help you on your journey toward your financial goals.
To get started, get in touch [Your Company]’s CTA here.