Relationships with a broad range of product providers:
- Life insurance companies
- Fund houses
- Securities
- Platform providers
- Private Banking
- Trust companies
Regulatory compliance solutions:
- New business suitability
- Regulatory communications
- Policies and procedures
- Due diligence and KYC
Investment strategies , such as :
- Asset allocation models
- Access to additional recurrent income
- Alternative investment
- Real assets investment
Our affiliate program can reduce all the hassle for the Wealth Manager by giving the right solutions to their client, and can materially reduce their go to market costs, and operational costs while leveraging scaled pricing and support models.
You can be assured of Fition integrity and procedures that ensures all sensitive data remains confidential and is segregated from Fition’s core advisory business.**
