It's not just that your clients have to understand – you also have to provide the evidence that they do. It’s a practical challenge and Money Alive have been helping hundreds of adviser firms, of all sizes, to collect and show evidence of client understanding for several years now.
The award-winning Money Alive Office platform uses simple, interactive video to help consumers understand and then records their reactions to create a bank of evidence. From your point of view this takes away the potential need for paperwork and helps ensure you comply with the regulations.
So, Money Alive are keen to show you:-
- How you can include any of their 13 educational box sets (shortly to include Investment Risk) within your existing advice process.
- How you can feature your company branding - which is included on most plans and includes the ability to send viewing invitations from your own email address.
- The platform's Next steps tool - so you can control what happens after your clients complete their box set viewing.
Book a free demo and see the platform in action here.