Mr Egger explains how digital advice is a much broader term than robo-advice, and how implementing tech-driven solutions can provide efficiencies and ease the challenges financial advisers face.
He also touches on the key benefits of using technology in financial advice, including its ability to bring financial plans to life, and the crucial role of technology in improving the adviser-client relationship.
Finally, Mr Egger talks about Astute Wheel’s approach to digital advice and the value of client portals, before predicting where digital advice is heading over the next few years.
