Tools and apps financial advisers can't live without
“Something that would’ve taken weeks is now taking 3 or 4 minutes.” Jason Betteridge, Managing Director, Sutherland Independent Limited
Sutherland Independent are a leading team of experienced financial advisers providing independent financial advice helping clients achieve their lifelong goals.
As co-owners of Sutherland Independent Ltd since 2007, Jason and Ruth Betteridge are proud of their firm and its thriving team, which is based in the heart of the beautiful city of Edinburgh. Having been awarded Chartered status in 2014, the company is one of a select few who hold the highest qualification a financial planning firm can achieve.
Jason comments for a PFS article written by Faith Liversedge, on the app he couldn’t live without during the Covid lockdown.
“The lockdown has given us the chance to revolutionise the way we’re doing things. We wanted to communicate more securely and provide clients with the ability to organise their financial life online.
This led to us using moneyinfo, which in turn led to us using DocuSign in a new way with its capability to combine both security and speed. Something that would’ve taken weeks is now taking 3 or 4 minutes and is more convenient and safe for the client.”
The full article is available via the PFS here –
And for information on Faith Liversedge and Covid Comms for financial advisers see https://faithliversedge.co.uk/.
Business Development Director
Book a 1-2-1 demo here.
03303 600 300