Rubik and YBR partner for wealth revamp
Yellow Brick Road (YBR) is partnering with fintech firm Rubik to integrate its scaled advice software system, Provisio, to help transform its wealth division.
The partnership would enable YBR franchises to write 80 per cent of advice recommendations in-house.
YBR wealth division general manager, Adam Youkhana said: “The introduction of Provisio is intended to help boost TBR branches’ margins and improve efficiency by increasing client facing time”.
“…the focus is on greater participation of branches across all aspects of wealth.”
Rubik chief executive, Ian Dunstan, said the Provisio solution would be key for enabling YBR franchisees to expand their service offerings.
“The Provisio module is perfectly suited to YBR’s franchisees and aligned to YBR’s commitment to investing in the right tools,” he said.
“The investment represents further proof of Provisio as the leading scaled advice solution in market.”
AUTHOR
Hope William-Smith
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