AdviceConnect

AdviceConnect is a new hosted technology solution that enables any licensed institution to offer financial advice services directly over the web!

AdviceConnect allows financial institutions to reach the 85% of households that find face to face advice from a dedicated financial advisor either too expensive or too inconvenient.

The AdviceConnect solution allows end consumers the ability to securely fill-in an online fact find, ask questions and submit that information to an advice service center that can review, process and reply to that request for advice.

The solution is a white-label web solution: multi-language, multi-currency and can be configured to suite any market compliance requirements and hosted in a tier-1 bank grade data centre for your customers complete protection.

If your organisation wants to offer online advice, contact us on:
info@wealthpoint.com.au

To view an online interactive demo of the AdviceConnect platform in English

>> click here

 
See a list of AdviceConnect screen shots unbranded

>> click here

To view the demo in Simplified Chinese

>> click here