Setting up a clients multi product wrapper account within 10 minutes, having plan valuations pulling into your back office system daily, accessing Management Information 24/7 without having to phone a product provider and saving time has never been easier with our platform solutions. 

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Here are some of the valuable rich features you can access through working with us Acutus™ to design your platform proposition.

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• Better firm and client experience at low cost from 0.15% across all product wrappers.

• No need to sit hanging on an antiquated providers phone line for 30 minutes to access plan information.

• Enhanced service offering.

• Ability to uplift adviser remuneration or reduce client costs.

• Access data 24/7 online - firm, client, plan, fund, transactions.

• White labelled platform and documents.

• Enhanced brand awareness.

• Client on boarding with digital forms, typically within 10 minutes per client.

• Adviser Dashboard - A single view of your clients assets alongside transparent portfolio data.

• Firm Client Portal or Platform Customer Dashboard - clear and intuitive dashboard designed to help your client manage their goals.

• Bulk client on boarding.

• Create client data straight from your back office in one click.

• Account transfers via digital signatures.

• Bulk provider product transfers.

• Auto Enrolment platforms for corporate advisers or employment benefit consultancy firms.

• White labelled reports - Illustrations, Account Statements, CGT Reports, Annual Tax Vouchers.

• MIFID II compliance - 10% fall trigger, charging disclosures, illustration formatting.

• Tech reliability - We only work with platforms that use future proof tech and/or own their own proprietary software to avoid potentially significant business disruption.

• Avoiding the pitfalls faced as Life Companies sell off elements of their business, which can result in poor firm and client support, increasing administrative costs.

• Client MIFID II review functionailty - easily generate product/fund/fund management charge disclosures in % & £ and reports to make a client review possible at the click of a button within minutes. 

• 'Nice to Haves' - Goal setting and cashflow forecasting, personalised portfolio forecasts.

• Pension transfers - A single Illustration generated to show projections with and without adviser charging to aid an FCA compliant research process.

• Investment Solutions - platforms that let your clients invest in model portfolios and other discretionary portfolio managers provided via Acutus™ Financial Solutions.

• 'Self Invest' or Robo-Advice Solutions - direct to consumer automated model with new business case saved in your back office (client on boarding, factfinding, AML, risk profiling, portfolio recommendation, illustration, product T&C's, premium payment, suitability report).

• Transactions - manage funds, portfolios, withdrawals, regular deposits/withdrawals within minutes. 

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Why not take a look at our brochure and wider support material via our Info & Brochures website page.

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Call today, email us or complete our enquiry form and take advantage of our no cost, no obligation initial review service !

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