THE ALTERNATIVE WHITE LABEL ROBO ADVISER FOR FINANCIAL ADVISERS
Generate additional revenue from your very own plug-and-play non-advised white-labelled digital investment solution, as an alternative to a white label robo adviser.
The 2016 Association of Professional Financial Advisers survey reported that 69% of financial advisers had to turn away potential clients over the previous 12-month period. This was a result of the FCA’s Retail Distribution Review which forced financial advisors to consider the position of clients that fall below a particular investment threshold.
White labelled robo advisers for financial advisers are seen as part of the solution. But could there be a better alternative?
We think so. TAM have developed ‘FinchTech’ – a fully digital non-advised investment solution to enable financial advisers to offer a white-labelled service to all clients, with minimal effort. It’s your very own white label robo adviser with a difference – it’s non-advised to save on regulatory headaches! Here are just a few of the reasons you should consider it:
No cost for adviser to white label
Non-advised solution de-risks
IFA can charge a suggested platform fee of 25 - 50 bps
General Investment Account and ISA available with SIPP coming soon
Plug-and-play effortless implementation
Fully digital scalable opportunity to provide an investment service for previously non-economic clients
Accessing investment portfolios which are managed by TAM's award-winning team rather than by machines
FinchTech aims to deliver on the promise of robo advice through a platform that is in fact both non-advised and managed by discretionary fund managers, not robots. Our aim is to embark on a strategic relationship with financial advisers, offering the complete white-labelling of our all-encompassing platform with ease and simplicity.
If you’re searching for “robo advisers for financial advisers” and you like the sound of FinchTech or would like more information, get in touch today to discuss how a non-advised alternative to a white label robo adviser solution, could help you service your dormant client back book and/or previously uneconomic clients.