Six Park helps financial advisers like you engage and nurture a strong pipeline of clients who you may not otherwise be able to serve today.
Changes in the regulatory and compliance landscape have increased cost to serve and reduced revenue in traditional advice models, yet consumer demand for advice is increasing.
That means progressive financial advisers are considering new ways of running their businesses to serve existing clients and attract new clients.
Six Park is here to help.
How Six Park helps
We provide tools and reports that give you insight around the client’s investments so you can engage and build a meaningful relationship with these clients at the right time. Our solution is effective and affordable for clients, and low-risk and low-touch for you.
Read our white paper
‘Is it red tape or is it me?’ outlines how financial advisers can use robo advice to evolve their businesses in a compliant way.