Wealth Engagement Service (WES)
WES is a new form/document-based service to help advisers gather and turn around information in the more complex wealth advice market.
Wealth Practice Development
Move into the profitable wealth market or the 20% of population that controls 80% of the wealth. A series of planning resources and documents to support the practice move into the wealth market. Read more...
The 3rd Age Solution
An innovative information service to help advisers move into the ageing market that controls 65% of private wealth - shows the adviser how to manage wealth transfer to the next generation. Read more...
Zumeform
Fully integrated online solutions to seamlessly manage wealth client data collection, adviser response and referral actions - allowing the adviser more client facing time, delivering higher revenues. http://zumeforms.com
WES Support Templates
A series of Zumeform templates to support the WES process, including letter of engagement, referral documentaiton, document checklist, meeting agenda and minutes proforma and other templates in development. These document templates can be downloaded free as part of your Zumeform license.