Wealth Wizards launches self-service guidance software

Royal London among users

clock • 1 min read
Wealth Wizards launches self-service guidance software

Wealth Wizards has introduced a new software solution, Turo Wellbeing, offering financial firms the technology to provide self-service guidance and regulated advice with the option of triage to a human adviser.

Turo Wellbeing aims at enabling advice firms, life assurers, banks and building societies to help consumers improve their financial wellbeing and plan for a more prosperous retirement, against a backdrop of soaring living costs, it said. Royal London is already using Turo Wellbeing to create a series of personalised journeys to support consumers through a guidance-only pathway. The journey starts with a set of non-intrusive questions that review nine different areas of wellbeing, accord...

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