Integrated data led analytics for financial planners

面向财务规划人员的集成数据主导分析

• 批准号: 10058015
• 金额: $ 11.76万
• 依托单位: WOVEN ADVICE LTD
• 依托单位国家: 英国
• 项目类别: Collaborative R&D
• 财政年份: 2023
• 资助国家: 英国
• 起止时间: 2023 至 无数据
• 项目状态: 未结题
• 来源: https://gtr.ukri.org/projects?ref=10058015
• 关键词: Integrated; data; led; analytics; financial

This project seeks to help wealth managers and independent financial advisers succeed in growing and exiting their businesses through our advanced, integrated analytics dashboards. This increase in productivity is part of a greater ambition to increase the number of financial planners in the industry, reduce the costs to service clients and ultimately provide services to a wider range of individuals seeking financial planning advice.

该项目旨在通过我们先进的集成分析仪表板帮助财富管理公司和独立财务顾问成功发展和退出业务。生产力的提高是增加行业财务规划师数量的更大雄心的一部分，降低服务客户的成本，并最终为更广泛的寻求财务规划建议的个人提供服务。