Wealth Wizards launches white-label at-retirement 'robo-paraplanner'

The white-label offering produces a recommended solution and report after an experienced person undertakes a client fact-find - either over the phone, online or face-to-face. Once the recommendation is made, the adviser receives a word document, as opposed to a PDF, so they can make tweaks or changes when talking to the client. According to Wealth Wizards, this all reduces the process to two hours, with just one hour being adviser time. Chief executive Andrew Firth said: "It's the first of its kind in the world looking at retirement and helping people annuitise, stay flexible or bl...