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"Acutus™ management team and support staff understand exactly how a business can achieve efficiencies, resource and cost savings plus ways to increase revenue, whilst making sure processes and software work together, as regular as clock work, to save you time."

How...?  Well, having moved an established practice away from a national advisory firm, Acutus™ management transformed what was previously an out dated financial advisory business model into an innovative, efficient and highly profitable business. 

"So, as your strategic partner, who can help your firm develop and grow quickly and efficiently, why not put us to the test ?

We have seen and believe we will continue to see more and more providers 'Decoupling' or selling elements of their business, causing knock on effects to advisory firms around access to support, tools, administration and business disruption... We believe this poses a potential business risk to advisory firms as product providers may look to cross sell to clients, potentially affecting your client relationships. 

Our support and service module solutions are designed to avoid such risks and as much as practically possible ensure your brand is the fundamental brand clients see !

In conjunction with our other service modules here are just some of the ancillary services Acutus™ can bring to your firm in saving you time and money.

  • Truly holistic service solutions without barriers due to our unique understanding of the support financial advisory firms require.

  • Cost effective compliance service levels that add true value, reduces typical compliance costs.

  • Over-arching free business assessment.

  • Client Service Proposition Design.

  • Investment & Platform Proposition Design.

  • Bulk Transfer Service - Transfer client plans in bulk per platform or product provider.

  • Discounts on software and technology to support a growing business.

  • Systems & Process streamlining assessment.

  • Cash flow modelling - setting and planning client's needs, objectives and life cycles.

  • Research and advice planning tools.

  • 'Business Protect' - Protecting Non Defined Pensions business from Defined Pensions business risks.

  • 'Business Sale' - Helping you become 'Fit For Sale' and selling your business.

  • 'Business Know How' - Support and toolkit to help you understand your business and how to make it grow. 

  • 'Business Supercharge' - How to achieve business revenue growth, quickly and without needing to grow assets under management.

  • Staff and administrative efficiencies.

  • Software and technology systems assessment.

  • Strong GDPR and compliance maintenance.

  • Advice processes and automation.

  • IT and back office systems integrity.

  • Client communication - Keeping GDP compliant whilst adding service value and saving time.

  • Marketing - Suite of services to re design, enhance your brand, grow and save time.

  • Protection/critical illness comparison & research software.

  • Client Investment Migration - Suite of tools and support to help migrate clients and plans from poor value providers; research comparison reports, charges comparison software, suitability reports, electronic business transfer and submission, bulk transfer facility through platform partners.

Call today and speak to one of our business support team, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service !

Need more information? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

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