The Technology To Transform Your Business
Regardless of size, the difference between the most successful and profitable business comes down to brand, technology and service. Successful advisory firms own their entire client journey from end to end.
OVERVIEW
Online Experience
The online experience your firm provides and projects defines how the outside world sees you, including your clients and your future clients.
Your are assessed against your competitors within seconds, then again and again with each interaction. You can offer the best products and services available, but if these are not properly represented online it can count for very little.
Vanquish Analytics provides a complete website service for regulated firms, ensuring your products, services and corporate values are strongly aligned to public demand and client expectations.
OVERVIEW
Platform Proposition
Are you working to build your business, or somebody else’s?
If you do not own the technology on which your business operates then you are only receiving a fraction its true value, with the balance sitting platform providers.
Vanquish Analytics can build your own platform interface, designed specifically to meet yours and your client's needs and requirements, connecting this directly to our low cost custodian and tax wrapper provider, cutting out traditional platforms whilst maintaining full functionality.
IMPACT
Optimising Portfolios
We can assist you in developing your own range of investment portfolios, ensuring your entire client proposition is unique to your firm and unobtainable elsewhere.
This not only reinforces ownership of the full client journey, it delivers a fully centralised end-to-end framework, simplifying your systems, processes and compliance oversight.
Whether your 'house' investment preference is passive trackers, active stocks or managed blends of each, our research, analysis and access to institutional discretionary management can deliver your a suit of high quality investment solutions within your brand.
ASSISTANCE
The End Result
Vanquish Analytics can transform your firm in any direction you choose - from operating as a traditional IFA that places clients into someone else’s funds on someone else’s platform, to running a fully branded proposition built around your own funds on your own platform.
The outcome is complete ownership and control, under your own brand and corporate identity - typically without the need to add or amend your existing regulatory permissions.
This enables you to increase revenue, reduce costs and unlock scalability, significantly enhancing the long-term value of your business
