Wealth Wizards launches self-service guidance software

Royal London among users

Julia Bahr
clock • 2 min read

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 societies to help consumers improve their financial wellbeing and plan for a more prosperous retirement, against a backdrop of soaring living costs, it said. Royal London is already using Turo Wellbeing to create a series of personalised journeys to support consumers through a guidance-only pathway. The journey starts with a set of non-intrusive questions that review nine different areas of wellb...

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