We assist financial
advisers in landing the complex deals in high value markets with highly
customised advice, legal consulting and para-planning support to financial
advisers
Allegiance has
designed and engineered robo advisers
for corporate clients. It provides clients with the ability to
connect to their clients with a robo adviser
We've leveraged our strong financial engineering
capability and our acute understanding of the financial planning and compliance
landscape to scale authentic and reliable advice with technology
Avalon Financial Planning Platform can process over 5
million Financial Needs Analysis per day
An intelligent planning platform driven by the latest
Financial Artificial Intelligence (FAI™) and data science research
Avalon is a goal-based holistic financial advice
platform grounded in deep financial engineering, facilitates co-planning and solves an
OMNI-channel engagement
Our highly qualified legal consultants can assist with
financial planning services through estate planning to business assurance and wealth
structuring
Start a journey in a hyper-fast planning interface and
seamlessly escalate to advanced financial lifestyle planning or estate planning
Allegiance is a registered CPD provider, providing
relevant and empowering training with CPD points