Financial Advisers: The New Year

There’s a lot coming up in the New Year.

Green investments are expected to gain further popularity amongst clients and investors, while UK domestic stocks will pick up now the Brexit uncertainty has faded.

For pensions, new regulation around the issuing of wake-up packs should increase the demand for financial advice, as clients will now receive reminders every five years to crystalize their pension decisions.

To make sure you’re in the best position to take advantage of these opportunities, we’re upgrading our professional accounts with a host of new features.

A new Pipeline Management tool, upgraded in-account messaging complete with file-sharing functionality, and a new Client Relationship tool to help you manage your clients more efficiently are just some of the upgrades coming at the start of the New Year.

With that in mind, here’s a look back over the new features we’ve brought in this year, so you can make sure you’re taking advantage of everything Unbiased has to offer.

New Features

Our professional dashboards are streamlined for easier navigation, and come with a number of new business-building features - helping you to find, convert, and manage new clients.

You can now message your new clients within your account instantly, and set a welcome message to automatically respond to new matches.

Additional admins can now be added to help you manage your profile, payments, and enquiries - and their permissions can be updated at any time.

New enquiries can now be accepted in a single click due to our upgraded payments system, which also allows you to view all your billings and invoices for all branches in one place.

New Insight

Our professional website is now equipped with a number of business-boosting articles from the Unbiased Team.

Topics range from digital marketing to client conversion, giving professionals the insider insight that comes from our unique position in the industry.

'Business Advice' articles contain the latest tips and tricks to boost your performance, 'Market Trends' pieces offer an overview of the changes within the industry, and our 'Unbiased Pro Tips' share advice on how to maximise your Unbiased subscription. 

We're always working to help you grow your business, so be sure to stay tuned for more exciting developments!