Transparency is essential, and our automated fee illustration tool makes it easy to achieve.
Advisers can generate fully digital fee illustrations in seconds, showing adviser, platform, and product fees in one clear view. This speeds up client meetings, improves understanding, and ensures compliance with Consumer Duty requirements.
By removing manual calculations, we reduce errors and save time, allowing advisers to focus on strategy rather than administration. The tool is integrated with our Shortlist feature, enabling advisers to create complete investment plans with accurate cost projections. It is a simple, powerful way to enhance client trust and streamline the advice process.