The independent financial advisor’s job is changing. Faced with the growing need to understand their clients and the omnipresent regulatory obligations, independent advisors need to rely on the tools of the digital revolution.
EnvestBoard offers a platform co-created with IFAs, family offices and private bankers to enhance the value of the advice and to gain in efficiency for the three key stages of financial advice :
– Advice construction
– Advice explanation
– Advice tracking
– Facilitate fund selection and portfolio construction based on customer need and your vision.
Build in a few clicks a robust advice in line with your client's needs.
– Simplify the explanation of your advice with charts and illustration
– Perfect your client’s experience