Welcome to the home of automated financial advice.
Onvestor is a business which set out to solve an industry problem: how can you consistently provide advice to clients of all wealth levels and ensure profitability across all client segments?
Rather than simply rely on tech wizardry alone to solve this problem, our experience in the industry convinced us that much more was required: a combination of process, technology and a new way of approaching advice.
Rather than just come up with (yet another) “great idea”, we decided to initially operate a pilot fully-authorised practice to prove out our methodology.
It is this unique, industry-proven expertise which we are now deploying to help other advice firms.
In a nutshell, helping you make technology work for your business.
What exactly do we do,
and how?
We provide “business process outsourcing” (BPO) to medium-sized wealth management firms. We are not just another technology firm that doesn’t understand how advice firms really work.
Practically, we “run” a sub-unit within your business, on an advanced, automated advice technology platform (either recommended by us as best fit for your business, or using technology you have already selected).
We bind this together with the required processes and a management structure for the underlying advice team (supplied by you, our client).
Whether you integrate our processes and management into your advice team and technology, or, more typically, adopt our technology, processes and management as a single package, we can help transform your business for the better.
Fit for the future
You might be a consolidator of advice firms, a firm just looking to enhance its operations and improve its margins, or one with half an eye on an exit in the not-too-distant future.
Or you may have spent a lot (often, quite a lot) on technology already and are not seeing the returns you expected.
Whatever your situation, building a better-run business with industry expertise in turning technology into EBITDA escalation - with stronger revenue, higher margins and slicker operations, can only do one thing to your valuation.
A world beyond robots
Like you, we’ve watched the evolution of ‘robo advice’ (a misnomer if ever there were one, ‘guidance’ is usually the word) – and remain convinced both of its limitations and of the power of high-quality advice. Perhaps you have tried some “automated” advice technology yourself (with some, limited or no success).
Assisting some level of client self-direction is of course important, but the bigger issue is that of digitising processes to enhance both client satisfaction and operational efficiency in a fully advised context.
It is unrealistic (and often unfair) to expect pure technology suppliers to understand and transform an advice business they understand only in theory.
But it is similarly unrealistic to expect advice teams (who do not purport to be tech experts) to select the right technology and get the best from it whilst still keeping everything compliant.
Onvestor bridges that gap.
3 into 1 does go
Pure technology firms don’t get advice, and advice firms don’t tend to do technology that well either. Part of the bridge between the two territories is an understanding of operational workflow and productivity – something as financial advisers who also happen to be software engineers we have. Meaning three worlds can truly become one, and a next-generation solution can be built.
Real returns
Onvestor operates in the real world, not a theoretical one. We work with our advice firm clients to not just envision positive change, but to realise it.
Focused on transformation of practical KPIs like those related to an adviser annually above to a host of others. All enabled by process re-engineering and automation, and all entirely achievable.
All aboard
No two advice firms are the same, but the same issues do surface from company to company. Like how to service lower-value clients in a way that’s economically viable. How to successfully integrate and realise value from acquired clients. And how to make the ‘healthier’ part of the business (middle and higher-value clients) even healthier. Value can be added across the full client spectrum, and we’ll show you how.
A manifesto for change
If you’re only interested in a bit of technology, then we’re probably not the partner you’re looking for. If you want more, however, we can...
We bring advice, analytics, technology and operational business know-how together to enable true next-generation financial planning business transformation.
Offering new levels of productivity for our advice firm partners, with everything super-easy to implement – integrating effortlessly with their existing systems and ultra-compliant.
And enabling them to deliver their clients a best-ever service that engages them like never before and puts them on better pathways to their desired outcomes.
Let us show you what we could do for you.