SmartSearch™ revolutionises the way that investors find and connect with the best wealth managers. Here’s why:
Powering our SmartSearch™ tool is an innovative, sophisticated algorithm that swiftly cuts through all the noise and hearsay to match you to the right wealth managers based on your needs and their capabilities.
What used to be a tedious, time-consuming process – which involved reaching out to numerous contacts for recommendations and sifting through countless company websites for information – now takes you just 3 minutes.
Not only is our SmartSearch™ tool free (due to the fact that companies pay us to market their services to relevant clients), but we create competition for your business, which can end up significantly reducing your fees.
Answer the SmartSearch™ questions to build your profile and specify your service requirements. The questions are straight-forward, non-invasive and only take 3 minutes to answer.
SmartSearch™ immediately calculates your best matching wealth management companies. At the click of a button, choose the wealth managers you are interested in talking to.
Our experienced team will discuss your needs with you, before finding you the right advisors inside the chosen companies and then making a bespoke introduction.
Since 2016, we’ve helped our clients find a better home for assets totalling:
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