FinTech Awards 2023


AdviceBridge is one of the 2023 winners of FinTech Awards at Wealth & Finance.

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About AdviceBridge

Best Financial Planning Platform 2023 – UK

<p>The AdviceBridge system helps gather information, analyse what is held by the client ie. Cash, ISA, GIA, Pensions (as well as property, income, goals etc) before recommending how their investments should be structured whilst automatically producing a report for advisers to present to their clients.</p> <p>This cuts the time spent on onboarding a new client from the typical 25/30 hours to under 5 hours (including meetings) saving 70% to 80% of time [as well as al the other tasks].</p>
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