UK-based financial planning support group NextGen Planners has rolled out a virtual platform for small advice firms to expand their business.
Advice Stack will give smaller players access to support from industry experts, a marketplace of software and services at discounted rates, a community of financial planners, as well as templates and models for compliance, HR, marketing and finance operations.
The service will be available 24/7 and accessible both online and via a mobile app.
Rohan Sivajoti, director and head of innovation at NextGen Planners, said: “We’re hugely excited to launch this service and it is something that we’ve been working on for a long time now. The aim of Advice Stack is to give business owners and their teams a place to go to get help with scaling their business.
“We’ve combined some of the very best resources in the profession to provide a one-stop-shop for growing your financial planning business, which is something we didn’t have when we were building ours. We have also partnered with a large number of admired companies in our profession to provide exclusive discounts for financial planning business owners, providing substantial savings on things they use every day.”
NextGen will also provide ‘business sprints’, a series of growth challenges to hold business owners accountable with tasks to complete each month.
The offering will be available for £99 ($136, €117) + VAT a month.
