Nor was it created by a large corporation just looking for an extra income source. Instead, it was created out of frustrations. The same frustrations that most advisers seem to feel. That compliance is clunky, slow, often lacking in common sense, and usually lacking the personal touch.
Where they’d feel confident in their technical knowledge, but got no personal service.
Where they’d get a better service, with practical file checks, but would miss some of the wider support functions.
Most advisers we spoke to ended up using both, simultaneously. Therefore paying twice for compliance support. And STILL not getting want they want. File checks were usually retrospective, guidance not always practical, and audits left them with 8 pages of tasks to do, with no support to do them. And other than an online bank of hundreds of documents they could sift through, everything else was manual. Days lost to compliance visits or sifting through KPIs and T&C paperwork.
This is where Apricity is different:
Our file checks focus on the quality of advice, and the quality of the documents on file. We believe these are very distinct elements of the advice process and should be reviewed accordingly.
If our Knowledge Base can’t answer your question, our team probably can. Simply pop your query into the system and we will review and respond as quickly as we can.
An aspect supervisors love – the ability to view all of your advisers, and their T&C status, on a single dashboard. Easy to organise one to ones, update CPD and track training and development.
Our relevant articles and training videos are CPD-able. You can easily read / view in the system and at the click of a button, it’s logged into your own CPD record. Hassle free.
It’s a big mission. And it means completely changing an industry and pre-conceived ideas. But we’re up to the challenge. Are you?