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Turo for Advisers
Willingness to recommend
3/5
About the provider
Turo is the market-leading SaaS solution for hybrid financial advice. It enables advisers to deliver regulated and non-regulated, hybrid financial advice to more clients while remaining 100% compliant.
Fully configurable to your in-house advice policy, Turo has a wide range of capabilities. At its entry level, Turo offers an automated, chat-bot powered financial health check that determines how much the user needs to save per month to reach their savings and retirement income goals.
At its advanced level, Turo can automate key parts of the whole advice process from fact finds and suitability reports to consolidation and fund allocation.
Turo is helping advice firms build strong, digital, and automated infrastructures, capable of delivering more advice to more people and future-proofing their business models. Proven Turo business benefits:
- Advice process time savings of up to 68%
- Increased revenues of circa 225% per adviser
- 100% compliance trail
- Simple digital onboarding for new clients
- 24/7 client access via automated chatbot
- Multi-channel, hybrid approach - the adviser retains control of the process
- Fully aligned to your in-house advice policy for 100% consistency
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Ownership:
Wealth Wizards Limited
AUM:
Β£90m
NextWealth analysis
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.
Integrations
Based on 1 reviews
4/5
Integrates One Way
Integrates Both Ways
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
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No integrations available for Research
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Anonymous
May 2022
