What if financial advisors exclusively deliver advice?
Simple question. Vast implications.
What are platformless solutions?
Platformless solutions are potentially the most disruptive force to hit financial services.
If consumers can use any platform, and advice can transcend all platforms - advice becomes platformless. Platforms are not needed (or not needed the same way).
Welcome to a new point of view
Our perspective
Ask simple questions. Explore difficult answers.
Our approach inverts the core assumptions to provide a different perspective.
Tom is "Controversial but nonetheless persuasive"
Financial Advisor Magazine
What happens when...
Business models change
Financial advisors exclusively provide financial advice
Needs change
Advice moves to platformless solutions. Information is the architecture - and data is free
Walls are built
Platforms | Products | Advice
Switching costs are eliminated
Data and information drive continuous optimization
Accountability changes
Those who hold themselves out as fiduciaries or acting in clients' best interest are litigated to the standard they represent
How can we help you?
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