Fluido Wealth360 has been designed to support adviser firms of any size, developing accessible technology that delivers efficiency in day-to-day processes, reduces re-keying and enhances user and client experience. Developed on the Salesforce platform, Fluido Wealth360 leverages and provides core capabilities required by any modern advice business. Features include a single view of the client and connected relationships, consistent processes with a clear and comprehensive audit trail, task allocation and orchestration, automation and enhanced reporting.
The opportunity to integrate disparate technologies, data and processes also becomes a reality through process consolidation via the flexible and connected client record, API integrations or leveraging an integration hub structure that enables customer and business ‘360’ views to become a reality.
With an increasing focus of the FCA for the market to become data– and insight-led, along with the expectation of demonstrating fair value and outcomes within Consumer Duty, the dashboard capabilities and in-record presentation of data ensure that adviser firms are equipped for instant and real-time responses.
The efficiencies, enhanced experience and modern interface provided by Fluido Wealth360 will enable adviser firms to retain clients — across generations — and open opportunities to create new service offerings and be fit for the future.
Value for the adviser firms:
- Increased capacity — advice & support
- Managed costs — reduction in cost to serve
- Improved audit trail and outcome management
- Modern channels of engagement
- Simplified processes
- Continually compliant/regulation ready
- Access anywhere
Value for the clients:
- Enhanced experience
- Engage on own terms
- Improve financial literacy
- Advice becomes accessible
- Confidence in the future — individual and family
- Future-ready technology
Are financial advisers competitive?
New regulations have always driven change throughout the financial advisory industry. But are financial advisers currently equipped for today’s market challenges?Read
Research: NextGen or LostGen? — The need to develop new client acquisition strategies
What is involved and what is needed for targeting and acquiring different types of new customers, including so-called NextGen customers, for financial advice firms, providers and the financial services industry more broadly? At a high level, that’s what this AKG research paper is seeking to address.Read
Report: Digital Integration and Wealth Management: technology gaps and solutions
The findings in this report are based on a survey of 100 financial advisers as well as interviews and data from 11 investment providers undertaken by NextWealth during April 2022.Read
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Industry Lead (Financial Services)