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Mark Kiddell, chief commercial officer, Wealth Wizards, said: "Having control over our finances and a clear plan to achieve our financial goals is essential for financial wellbeing and has a direct correlation with our mental and physical wellbeing."
Wealth Wizards has introduced a new software solution, Turo Wellbeing, offering financial firms the technology to provide self-service guidance and regulated advice with the option of triage to a human adviser.
The solution reduces the workload for advice teams and offers advice to more clients, according to the firm. Turo Wellbeing aims at enabling advice firms, life assurers, banks and building socie...
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