Reduce your compliance burden and regulatory costs

Envizage can help to deliver consistency across the customer journey that is in line with regulations

  • Using the Envizage API provide a consistent framework across client engagements both digitally and advisor led
  • Create a consistent fact find process that can be leveraged to support suitability and vulnerability reporting
  • Create product recommendations that are defensible to regulators and provide a consistent framework for advisors supporting compliance and training requirements
See an example
Help your customers plan their legacy and estate

Enable your customers to visualise and plan across their estate, with oversight of potential liabilities

  • Leverage the Envizage API to provide legacy planning applications that can be applied across a customer’s estate
  • Provide them with the ability to see potential liabilities and make suggestions on how best to manage them
See an example
Retain your customers’ assets as they transition from accumulation to deaccumulation

Leverage a flexible access drawdown planning tool that supports cash flow modelling and attitude to risk

  • Create a flexible access drawdown planning application powered by Envizage API
  • This can support cash flow modelling including attitude to risk and selection
  • Annuity selection process
See an example
Provide a wealth management proposition for all members of your customer’s family

Create a financial planning application that can be applied across a household and shaped to suit their needs

  • Leverage the Envizage API to provide family-based planning applications that can be applied across a household
  • Provide different levels of applications dependant on family status as a client or non-paying client
  • Support customers with inheritance tax planning through a digital solution that aggregates customer data and makes recommendations based on predicted outcomes
See an example
Scale your advisor-based wealth management service proposition

Add a powerful “always-on” digital collaboration layer that increases the efficiency and effectiveness of your human advisors

  • Leverage Envizage API to provide solutions to help reduce cost and time to serve for advisers, as well as providing a digital solution to support clients
  • Allow Envizage API to help service tail clients and prospect new clients
See an example