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AVALON FINANCIAL PLANNING PLATFORM
Begin with the
end in mind...Avalon empowers financial planners to help their clients
Go to Avalon
make better financial decisions. A game changer.
The NEXT in financial planning -
CONSULTING SERVICES
Placing the experts in
your cornerWe assist financial advisers in landing the complex deals in high
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value markets with highly customised advice, legal consulting
and para-planning support to financial advisers -
ROBO ADVISER
Robo Adviser Solutions
for tomorrowAllegiance has designed and engineered robo advisers
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for corporate clients. It provides clients with the ability to
connect to their clients with a robo adviser
"What you do today can improve all your tomorrows" - Ralph Martson
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AVALON FINANCIAL SUITEBegin with the end
in mind...Avalon empowers financial planners to help their clients
Go to Avalon
make better financial decisions. A game changer.
The NEXT in financial planning
Same team. Same values.
Same commitment to our clients.
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
AVALON
FINANCIAL PLANNING PLATFORM
Better
Financial Decisions
Avalon is a single advice platform that empowers financial advisers to help their clients make better financial decisions
PROJECT PAGE
ROBO
ADVISOR
Robo Adviser as
a Channel
The robo adviser allows for a client to engage on their own terms and at their own pace with a product provider
PROJECT PAGE
CONSULTING
SERVICES
Intelligent
Fund Selection
Allegiance together with the client co-created an outcomes-based investment toolset
PROJECT PAGE
CONSULTING
SERVICES
Training
Management & Tracking
Allegiance revolutionized a complex methodology into an user friendly system for tracking and management of training in various industries
PROJECT PAGE
To ensure that both adviser and client benefit from the advice given.
Money can make or break a life. We provide a basis for clients: to do better, for myself, for family, for others.
Why? We cherish life, happiness and financial wellbeing and realise they are connected.
Service the industry
