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Turo for Advisers
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Turo for Advisers helps your advisers process more cases (and more clients) in less time by automating key parts of the advice process.
It provides online, back-office support for your team, taking care of the end-to-end 'heavy-lifting' for you. Your advisers or paraplanners remain comfortably in control of client outcomes and able to deliver highly-personalised outcomes for client with more complex needs.
The adviser is able to carry out a digital fact-find tailored to the client's advice objectives, as well as generate real-time product quotes instantly. It gives an instant on-screen solution summary to discuss with the client that can then be generated into a fully-editable and branded suitability advice report to send on to the client.
Turo for Advisers enables significant time and efficiency gains for the fact find to suitability report production stage of the advice process, the ability for advisers to focus more time on client-facing activities, as well as a full audit trail for compliance. The system is also fully-configurable to the adviser's existing advice policy.
Turo for Advisers doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Wealth Wizards Limited
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No integrations available for Research
Integrates One Way
Integrates Both Ways