The SimplyBiz Group has agreed a partnership deal with Aviva subsidiary Wealthify.
As part of this agreement, SimplyBiz members are now able to access Wealthify’s online investment service to help meet client demand for digital solutions.
By using Wealthify, advisers’ clients can start investing from just £100 ($128, €109), which will allow them to undertake a smooth transition back to the adviser, should they need personal financial advice in the future.
Embrace a number of opportunities
Richard Ardron, marketing director of the SimplyBiz Group, said: “Towards the end of last year, we conducted a survey of our membership which told us they viewed adoption of technology, intergenerational advice and the servicing of unprofitable clients as the biggest opportunities for their businesses.
“Wealthify helps to embrace a number of those opportunities, and provides advisers with a simple, innovative addition to the services they can offer.”
Dan Giddings, business development director at Wealthify, added: “This is about evolving advisers’ propositions to include digital wealth management to complement their core face-to-face service.
“The result should be improved efficiency and improved business performance.”
