We help you navigate compliance. It’s that simple.
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We blog here whenever we have something we need to say about our industry.
“We wanted incremental improvement, now we’re transforming our business”
A well regarded self-licensed business wanted to know where their gaps were so they could make incremental improvements. With a Tangelo AFSL Gap Assessment and Action plan, they got motivated to transform their business.
“I need technology to solve inefficiencies…I think?”
We worked with a fantastic one adviser practice struggling with advice process, documentation and the value provided for clients.
Attempts to get guidance from their licensee and turning to a technology solution to generate filenotes quicker failed, as neither option was customised nor getting to the root of their problems.
Case study: Help us to simplify compliance
A mid-tier licensee not sure where to start got a simplified compliance approach, 40% improved paraplanning turnaround and an uptick in adviser engagement