Software and technology providers to the financial advice arena have enhanced the customer experience for investors of all types.
Our risk profiling tools can be adapted and integrated into wrap platforms, financial software, and other fintech solutions to boost offerings to financial advisers and end investors.
Whether you’re working with advisers or speaking directly to investors through robo-advice technology, A2Risk’s robust and rigorously tested tools can help you steer customers in the right direction. By improving their understanding of risk attitudes, you can help individuals make informed decisions about how to invest their money.
We have worked with CTC Software since 2016 to enhance the company’s Retirement Hub software. Read more about our partnership at the link here, or contact us to find out how we can help your company.