How the best advisory firms structure their CIP

How the best advisory firms structure their CIP

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Partners

Our partners: only the crème de la crème.

CleverAdviser partners with the world’s leading experts in the portfolio and wealth management sector, covering all the main technical areas, such as asset allocation, return required, risk tolerance and lifetime cashflow planning.

We maintain close relationships with international award-winning organisations such as FinaMetrica, Voyant, Financial Express, Jacana, Genovo and Sales Fusion.

ClientsFirst
ClientsFirst

ClientsFirst

ClientsFirst is a full service marketing agency, capable of working with clients big or small, on the basis of one-off projects, campaigns or retained marketing services. Dedicated to supporting professional advisory firms, ClientsFirst provides in-house services from consultancy to client communication, creative design to web development and PR. They focus on helping firms build, strengthen and maintain relationships with clients, prospects and introducers.

They understand that maximising client retention, acquiring new clients and pro-active client care have a big impact on business performance. Every business is different; so with this in mind ClientsFirst provides off the shelf tools through to delivering a fully outsourced marketing service for advisory businesses.

Find out more here.

FinaMetrica
FinaMetrica

FinaMetrica

FinaMetrica has gained global recognition with it’s best practice risk profiling system. Developed and trialled in Australia over four years with the assistance of the University of New South Wales’ Applied Psychology Unit, the FinaMetrica system was launched in 1998 and is now being used by leading advisers and financial institutions around the world in seven languages. More than 950,000 FinaMetrica risk tolerance tests have been completed.

The system provides a scientific assessment of an individual’s personal financial risk tolerance in plain English. The system uses psychometrics to ensure validity and reliability. The 12 and 25 question risk tolerance tests can be completed in 15-20 minutes and the comprehensive risk tolerance report is available immediately.

FinaMetrica offers a 10% discount off their standard subscription price for CleverAdviser users.

For more information click here.

Genovo
Genovo

Genovo

Genovo is an online app that offers a fresh approach to suitability report generation. Its report builder employs an intelligent workflow that guides you through the report building process with prompts to provide the how and why required of a compliant suitability report.

You’ll find heaps of information about Genovo and suitability reports in general on the Genovo website.

Alternatively, if you’re a bit short of time and you’d like a walk-through of the Genovo Suitability Report App you can book an online demo here.

Jacana Limited
Jacana Limited

Jacana Limited

Jacana helps IFA practices optimise front and back office systems and processes, allowing you to improve efficiency and increase profits. The team at Jacana specialises in providing independent advice and training on Adviser Office and other leading IFA software packages including XPLAN & CommPay, Intelligent Office, Enable, Virtual Cabinet, Watermark and Truth.

The firm also provides a fully comprehensive income reconciliation service, that can be used on an emergency, short-term cover basis or on an ongoing long-term basis.

Find out more here.

SalesFusion
SalesFusion

SalesFusion

SalesFusion offers a complete and easy-to-use marketing automation solution that enables marketing teams to deliver effective programs. The company’s platform includes all the features marketers need to create, manage, and analyze marketing tactics and campaigns — including email & nurture marketing, lead scoring & management, website tracking & analytics, landing pages & forms, social media management, and marketing dashboards.

SalesFusion facilitates, captures and measures a prospect’s interaction with your online presence – prior to sales engagement. When the prospect is deemed by the marketer to be “qualified,” the system pushes the lead into your CRM system where the sales team are able to see all of the prospect’s associated history and activity.

Find out more here.

Voyant
Voyant

Voyant

Voyant is a leading supplier of financial intelligence presentations and collaboration platforms which simplify needs assessments and planning processes between advisers and their clients.

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