Insurers & Financial Advisors

Build client relationships that last a lifetime.

Supercharge your practice of insuring, investing and planning with our digital legacy and wealth visibility tool.

Go above and beyond

66%

of investors desire increase personalisation in their wealth management relationship.

90%

of clients with an advisor view estate planning as important.

15months

average time spent by family members to resolve probate matters, including financials.

7/10

top investment advisors help clients with manual and cumbersome account aggregation.

Sources: PWC, McKinsey, FreeWill, Company Survey

Differentiate your practice

Provide comprehensive bundled solutions based on deep insights of your clients.

Financial wellness

Supercharged client opportunities

Technology that complements your initiatives and boosts client outcomes.

Teleskop provides a complete, up-to-date view of each client’s financial health, enabling you to identify new opportunities and offer proactive advice. By helping your clients gain visibility of their wealth, you can add more value and build meaningful relationships as their trusted advisor.

Legacy planning

Futureproof your clients’ legacy

Build deeper client relationship through legacy planning and last mile implementation.

Bereavement is never easy. Our safe secure digital document vaults ensures key documents are stored and released as per the your clients wishes. The Bereavement Concierge helps those who are left behind with the last mile implementation of the legacy plans.

AI-powered Insights

Value-added financial insights

Leverage AI-powered analytics to deliver unparalleled value.

Teleskop’s AI assistant provides personalised market intelligence. Tagged news and research help your clients to build, grow, and understand their wealth better. Differentiate your services by adding a layer of expertise.

Bereavement support for your clients

Our specialised Bereavement Concierge guides families in their grieving period with a customised care plan.

Our 8-pillar framework is designed to help with legal and administrative tasks, estate settlement, financial matters and also counselling for loss, if needed.

We help build and foster generational relationship of loyalty by converting beneficiaries into policyholders.

Advantages of our partnership

Individuals

Business

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