Mortgage, protection and financial planning network, Rosemount Financial Solutions (IFA), has launched a new website designed to enhance adviser support.
The adviser portal, developed with input from existing Rosemount advisers, will form the foundation for future software support to streamline processes and enhance the standard of service delivered to clients.
The portal includes the ability to white-label client-facing documents, such as marketing materials and tax reports. It also features a proprietary cashflow modeller, which will be available free of charge to the network’s wealth planners and can be used to generate branded reports for clients.
Rosemount has a range of additional tools in development that will be available through the new portal and are designed to integrate into advisers’ workflows, including a bespoke attitude-to-risk profiler. The network is also developing functionality to share management information with advisers, giving them greater visibility into how their time is being spent and where operational efficiencies can be achieved.
Internally, the network has also deployed AI chatbots using optical character recognition (OCR) to support the account management team, allowing staff to focus on delivering greater value to member firms.
Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA), commented: “This new website is core to our mission of supporting our advisers in delivering a faster, more intuitive and more client-focused service. From compliance documents and marketing tools to business development resources and AI-powered assistants, we are putting everything advisers need in one place.
“The portal has been designed to serve as a foundation for rolling out innovative tools and software in the months and years ahead which will support the growth ambitions of our advisers, and allow them to build their businesses in their own way. The early feedback to the portal has been overwhelmingly positive, particularly the free provision of a high class cashflow modeller and the ability to develop white-labelled reports and documents for clients.
“We’ve designed everything from the ground up, with no legacy tech holding us back. That gives us a huge advantage in building a platform that’s agile, intelligent, and scalable. This is all about helping firms unlock their full potential.”
