SuitabilityHub was founded in 2021 with the ultimate goal of helping advisers get good advice to as many people as possible. Our research software is designed to be used by financial advisers, licensees and product providers. For advisers, the conversation around client best interest has often centred around fees, as full due diligence is out of reach for many. We facilitate a more holistic decision-making process by enabling you to look beyond fees and find products that align with clients’ needs and values. Our cloud-based solution benefits licensees by increasing their compliance efficiency and reducing manual work. We provide a robust and repeatable process for building APLs and researching the most appropriate products for individual clients or specific client segments. For product providers, SuitabilityHub is a powerful tool for empowering your marketing, product & distribution teams. Our rich data coverage is continuously updated throughout the year and easily accessible through our analysis tools, saving time and cost in your team. Our team of experts have many years of experience researching what advisers and clients need. Our consulting services leverage this industry expertise to deliver data-driven actionable insights and independent oversight to support your strategic decision-making and business planning processes.
External link for SuitabilityHub
Level 2, 383 George Street
Sydney, NSW 2000, AU
SuitabilityHub reposted this
The development of platform functionality has come a long way. What was once focused on custody of client assets, platforms now frequently offer end to end services across the advice process. Recep III Peker Peter Worn Jaime Johns Avanzare Group Pty Ltd SuitabilityHub Finura Group #financialservices #financialadvisers #financialplanning