Today, customer-centricity is key. Clients demand personalised, digital-first experiences that offer real-time insights. Your Wealth Hub, led by CEO and Principal Financial Adviser Gavin Glozier, recognised the urgent need to modernise their operations to deliver holistic, client-focused services. Implementing Bravura’s AdviceOS was a strategic move that streamlined processes, enhanced client engagement, and improved overall efficiency.
The Problem: Inefficient systems and time wastage
Your Wealth Hub faced challenges with their existing software, which led to inefficiencies and inconsistencies. “The incumbent software we were using always seemed to change and create issues for our templates, and we found that this was very cost inefficient,” Glozier recalls.
“The wastage that we saw in our practice because we kept on having to maintain templates in different bits and pieces was just not efficient for us.” The firm needed a reliable solution to streamline operations and reduce the time lost on maintaining templates.
The Solution: Taking a unifying approach with Bravura’s AdviceOS
Bravura’s AdviceOS offered Your Wealth Hub a comprehensive solution to these problems. The platform’s user-friendly interface, advanced analytics, and automated advice generation allowed for efficient operations.
“We liked that AdviceOS was simple and had an easy-to-use interface, and worked well for quick, easy information,” says Glozier. By centralising control, AdviceOS enabled Your Wealth Hub to customise templates for different practices while maintaining consistency across the firm.
“At a licence level for AdviceOS, we are easily able to create templates and adjust them for each practice that we have,” Glozier explains. This centralised approach not only enhanced operational efficiency but also supported the firm’s need for individual branding and tailored service offerings.
The Benefits: Streamlined client management and enhanced engagement
A standout feature of AdviceOS for Your Wealth Hub has been the client portal, a centralised hub for all client information and interactions.
“The best part of AdviceOS is the client portal, and having everything in one place is really efficient for us,” says Glozier. This tool allows advisers to access information quickly, particularly in complex client scenarios.
The platform’s ability to streamline the production of Statements of Advice (SOAs) and manage compliance centrally has significantly reduced administrative burdens.
“My job has been made easier through using AdviceOS because of the efficiency around SOA production and the compliance management at a licence level,” Glozier adds. These efficiencies have freed up advisers to focus more on building client relationships and delivering tailored advice.
On top of these immediate benefits, Your Wealth Hub’s commitment to remaining competitive in a changing market is supported by the flexibility of AdviceOS, too. The platform’s open architecture allows integration with third-party software, ensuring that the firm can continuously innovate and enhance its service offerings.
“The fact that AdviceOS has open architecture and is able to link into other software means that you can have complete flexibility about what you do with your data and how you make more efficiency for your clients going forward,” says Glozier.
Crucially, by leveraging AdviceOS, Your Wealth Hub can stay ahead of technological change, ensuring they remain at the forefront of the financial advisory industry.
A transformative partnership
Implementing Midwinter Advice OS at Your Wealth Hub has been more than just a tech upgrade— it’s been a catalyst for real change. By centralising control, enhancing customisation, and streamlining client management, AdviceOS has empowered Your Wealth Hub to focus on its core mission: helping clients achieve their financial goals. “AdviceOS from Bravura has made our job so much easier,” says Glozier. “The data is at our fingertips. We can create advice documents in a timely manner. And overall, the actual modelling software is incredibly efficient and easy to use.”
The efficiency gains and future-proofing capabilities provided by the platform have not only made day-to-day operations smoother but have also positioned Your Wealth Hub for success in the future of financial advisory.
For financial advisory firms looking to enhance efficiency, improve client engagement, and ensure compliance, Bravura’s AdviceOS offers a comprehensive and adaptable solution. Your Wealth Hub’s success underscores the value of choosing a technology partner that can grow and evolve with your business.
Ready to transform your financial advisory practice?
Contact us today to discover how Bravura’s AdviceOS can streamline your operations, enhance client engagement, and position your business for future growth.
