SimplyBiz and digital investment service Wealthify Partner have linked to provide a new option for advisers to help improve client demand for digital solutions.
The partnership will allow SimplyBiz members to access Wealthify's online investment service in a bid to provide a low-fee digital investment option for advisers. They will also benefit from Wealthify's direct-to-customer investment platform at no additional cost. Through Wealthify, adviser' clients can start investing from £100, catering to those with smaller amounts to invest. The new service uses SimplyBiz's asset allocation model which means clients can return to the adviser should they need advice in the future. SimplyBiz marketing director Ricard Ardron said: "Towards the ...
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