SimplyBiz Group is releasing a web-based service to enable advisers to offer clients "a wealth of topical information and interactive tools".
The adviser support company said the tools would enable users to undertake preliminary fact-finding and risk-profiling, compare policies, generate quotations and conduct transacations online. SimplyBiz Group marketing director Richard Ardron said: "When ‘robo-advice' was first mentioned, much of the noise was about an ‘either or' scenario - in other words, advice or digital. Now the dust has settled, however, we can look at the more practical application of digital tools and how they can complement the role of today's adviser, not replace them. "Our next generation sites allow adviser...
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