© Unleash Advice Partnership Ltd. All Rights Reserved
Technology
Technology has enabled our industry, like many others to move forward in leaps and bounds. The efficiency gains (time and money) to be derived by the right set of technology and tools cannot be underestimated. Having seen how the right technology architecture can significantly increase business efficiencies and reduce mutual costs, our proposition is simple, technology, partnership, common sense! Our advice process is paperless.
We provide to you …
Front end
- An all inclusive state of the art laptop note book computer or desktop for your business use
- Flexible Electronic Customer Relationship Management tool -
Unleash FinPlan - Electronic file management system with no filing cabinets
- Access to market leading product research tools
- Access to market leading common trading platforms
- Free business email address
- Free personalised website for effective client servicing and marketing
- Live technology support.
Back end
- Comprehensive access to product provider portals
- Live Quality Management Information reports at the click of a button
- Interactive electronic Client Asset Analysis and portfolio reports
- Interactive electronic business liability report
- Interactive electronic Commission and fees reports
- Real time business workflow management system
- Product research guidelines and technical help
- Industry Leading electronic advice and business administration process
- Multi-
point paperless business administration to the vast majority of product providers and lenders - High speed gateway interface with Unleash Head Office departments
- Integrated electronic document management and data backup system and process
- Timely compliance file checking at Head Office
- Daily electronic payment of commission and fees from all providers and clients
- Case by case account of every transactions under your agency
- Top rates of commission
- Freedom to choose the remuneration method that suits your business and clients
- Choice led mortgage facilities with market leading procuration fees
- Access to market leading panel of general insurance products and research facility
- Access to pensions transfer specialists for occupational pension transfer business
- Access to a specialist referral service for Lifetime and Equity Release Mortgage advice for additional income opportunities in areas you might not specialise in
- Access to lateral and complex product offerings such as leveraged investments and overseas property investments
- Access to specialist legal and estate planning specialists for a truly holistic wealth planning proposition
