The Veracity Asset Transformation Service is a compelling combination of business consultancy and hands on administration and analysis. The Achilles Heel of most IFA businesses is the existing legacy investments and pensions of their clients. As well as suffocating the capacity out of the business and creating considerable administrative burden, these products are often producing little or no on-going revenue for the practice.
These legacy investments are often a disparate mishmash of outdated products and in many cases have ceased to be appropriate for your clients. Think about the time it takes to conduct a proper review. You have to approach lots of different providers and collate the information, it all arrives at different times and is often incomplete. You then have an immediate compromise situation between what you would like to recommend versus what is achievable within the constraints of their existing products. The result is a disjointed, unpredictable and often frustrating investment experience for the client and the adviser.
The Veracity proposition can be truly liberating for you and your clients.
We turn this potentially challenging situation into the catalyst which delivers the institutional class investment experience to your clients.
Veracity helps you design a proposition that your clients will want to pay you fees for. We then roll up our sleeves and work with you directly on your client affairs. The first step is to identify the clients for whom your new investment proposition may be suitable. The Veracity team will then undertake all the time consuming data collation, analysis and reporting to put you in a position to make your recommendations and empower your clients to make informed decisions. We then undertake all the nitty gritty form filling and administration to facilitate the asset transfers and reconcile the investments on the platform to ensure they are processed as intended.
The result is a transparent and empowering investment experience for your clients and a profitable, manageable relationship for the adviser.