Openmarkets Advice is the best tool available for modelling your client's financial future, properly taking into account risk, finding what goals are achievable and finding the investment portfolio that will enable your client to achieve those goals. This is delivered through our world-leading technology, which combines stochastic modelling with portfolio optimisation. This, coupled with an easy-to-use and simple interface, also provides a more engaging experience for the client and more efficient workflow for the adviser.
In short, what does this mean for the adviser?
- Better client outcomes
- More client engagement
- Improved compliance with Best Interest Duty
- Lower cost of advice
- Lead generation