For professional adviser use only

Our systems help you and your clients to embrace the digital financial age

The majority of us in Britain appear to be embracing fintech (financial technology) in our daily lives through the use of online banking, money apps and contactless payments. In fact, a survey1 has found that the level of fintech adoption has increased considerably over the last couple of years, with 86% of us now using online technology in our daily financial lives and each of us now using an average of three fintech apps to manage 67% our money online.  

The research also found that Britons expect to increase their use of digital apps and services in the future and that three in four Britons feel comfortable using technology to manage their money.

Sandringham – moving with the times and allowing you to keep the personal touch

We understand how having up-to-date, fully integrated, streamlined systems allows you to reassure clients that you can help them meet their longer-term financial planning goals and the impact this can have on your clients’ financial lives; client onboarding, digital client agreements and the country’s market leading Cashflow Modeller, CashCalc, are examples. We also understand the importance clients place on having personal contact with an adviser that they know and trust.

Precision – a success story

This is where our market-leading client service experience, Precision, comes in. Precision is a forward-looking planning tool – designed to ensure that whilst current and upcoming regulatory requirements, such as the new Consumer Duty, are met – your clients’ financial needs can be efficiently identified and addressed. Precision also helps present a professional image to clients.

Precision is based on the latest technology and its key features include:

  • Wealth Platform Portal
    Our portal allows your clients to view and monitor the performance of their investments, policies, plans and other assets all in one place, with 24/7 online access, secure messaging and document store
  • Annual reviews
    As well as allowing you to help clients identify any new planning requirements, we provide a MiFIDII/PROD compliant review pack detailing the performance of your clients’ financial plans, helping to reduce your admin burden and maximising engagement with your clients
  • Expert Guides & Newsletters
    Our regular news updates help both you and your clients to keep in touch with the market, economic and wider financial developments. Our client website also features a series of easy-to-read guides covering financial planning subjects such as investments, pensions, protection, tax planning and estate planning
  • Priority client access
    Ourefficient processes and systems will ensure that you have time to think, time to plan and ensure your clients plans are on track. Enhancing your ability to provide great client outcomes and a great work life balance for you.

You can watch our Precision video for clients here.

Grow your business the Sandringham Way

Precision is evidence of our intention to do the right things well, with the client at the heart of everything we do.

If you’re interested in joining us for the next exciting phase of our expansion, you can find out more about our Partnership Acquisition Programme by speaking to us

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