Contactless
Advice
An Industry First.
Stay in Control,
Whatever Your Situation.
Using a combination of existing technology, and our industry leading applications, we're able to offer you unparalleled financial advice, from the comfort of your home.
In these trying times we must all play our part, by removing physical interactions from our services, you can have peace of mind that your health, and your wealth will remain secure.
Here's How it Works
In just 4 steps, you can sit back and relax. Knowing that your dedicated adviser is securing your future.
1
Wealth Scan
Once you request a contactless service. A dedicated adviser will first call you to schedule a convenient time (the place is the internet). Then over an E-Meeting, you and your adviser will discuss your financial objectives and answer any questions you may have. All you'll need is a sturdy internet connection and you're good to go.
2
Online Fact Find
Your adviser will discuss your current financial situation with you, and will begin working on your custom report.
3
Report Generated
We'll generate a customised report, which your adviser will go through with you. This report along with the experience of your adviser, will outline your recommended next steps (if any are needed).
4
Live Tracking of Your Portfolio
Using our unique app, you'll be able to track your entire portfolio in real time and book an E-Meeting with your adviser, should you have any queries.
Begin Your Experience
Sign up below to continue your financial journey
The Technology Driving Us
Below are just some of the tools at our disposal when it comes to maintaining a truly contactless service. We understand each clients needs are different, so, our dedicated support team will work tirelessly to ensure everything runs as smoothly as possible.
Zoom
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio meetings. We know privacy is important, that's why all calls are 256 bit encrypted.
Dedicated Live Chat
Not able to make a call? No problem. All our advisers use a dedicated live chat service, to ensure seamless communications.
Adobe Sign
Adobe Sign is a cloud-based e-signature service that allows you to send, sign, track, and manage signature processes using a browser or mobile device.
deVere Core
Anything you need to know about your portfolio, is all in one secure place. You can easily monitor investment performance and keep track of different cash movements with real-time information
Frequently Asked Questions
Do I have to be a client to use this service?
Is my data protected?
My computers old and can't download anything.
I can't think of a question right now, or it's not in the FAQ's?
This material is for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment advice or recommendation, or an offer of solicitation. You should seek professional independent advice before making any financial decisions. Visit www.devere-group.com for full list of T&Cs.
© deVere Insights 2021
Subject to network connection and device. Some jurisdictions may not allow certain websites. Our team will do our best to provide an alternative contactless solution.
