Adviser Innovation has picked up on how Lucerne Partners is using PractiFI to build “client partnerships”, turning the old product-selling advice model on its head. Lucerne founder Jeremy Zehnwirth said: “We use a technology platform that lets us have a single view of each client, and invest with them in the products they need, when it’s right for them.”
We are so pleased to welcome them on board!
Lucerne Partners builds client partnerships using PractiFI
18th February 2016
One of Australia’s most innovative new financial advisers, Lucerne Partners, has chosen PractiFI to run its business.
“PractiFI is proud to be working with Lucerne Partners”, said Glenn Elliott, PractiFI’s CEO.
“Advice clients are increasingly tech-savvy. They’re demanding more and more from their advisers”, Elliott says.
“Clients are no longer happy to sit there and swallow whatever products and services their advisers feed them.”
“But most advice practices are limited in what they can offer by the technology they use. Too often their technology just writes advice, but doesn’t run an advice business”.
“So clients don’t get the relationship they want from their adviser. And this is where PractiFI gives Lucerne a competitive advantage”, Elliott said.
Lucerne uses PractiFI to manage its business and invest in products alongside clients.
Lucerne founder Jeremy Zehnwirth said: “We use a technology platform that lets us have a single view of each client, and invest with them in the products they need, when it’s right for them.”
“We’ve turned that on its head. We invest alongside our clients and build partnerships with our clients. That serves our clients’ interests and as a consequence, our own,” Zehnwirth said.
Elliott added: “PractiFI is an integrated platform that’s flexible enough to match the service offering of even the biggest and most complex advice businesses. Innovative advisers now have the technology power to meet customers’ needs, just as Lucerne is doing.”
“PractiFI looks forward to a long and fruitful relationship with Lucerne Partners.”
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