Money on Toast
Curated by SignalOnline investment advisor.
Overview
Money on Toast delivers independent and whole of the market FCA-regulated financial advice online via an algorithm-powered adviser, Doughbot. Clients can obtain advice on investments, pre and at-retirement planning, protection and inheritance tax.The online system guides the customer through a series of questions, assessing a number of different factors just as a human adviser would. Doughbot then produces a comprehensive electronic suitability report detailing what has been recommended, which is emailed to the client. Clients can then click through and buy these products directly online. All interactions are electronically tracked, providing a complete compliance trail.
Key facts
- Founded
- 2012
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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