Rosemount Financial Solutions (IFA) has unveiled a new website and adviser portal as part of a broader strategy to enhance support for its growing network of Appointed Representatives.
The mortgage, protection and financial planning network has designed the new platform to centralise key resources for advisers, including tools, documents and management insights, while laying the foundations for future software integration.
The portal, developed with input from existing network members, allows advisers to white-label client-facing materials such as tax reports and marketing content. It also includes a proprietary cashflow modeller, offered free of charge to wealth planners within the network. Unlike many tools of similar calibre, which typically come at a cost, Rosemount has committed to providing this and future additions at no extra fee for members.
Further developments are already in motion, with tools including a bespoke attitude-to-risk profiler and enhanced business analytics functions currently under construction. These are designed to offer advisers greater transparency over time management and operational performance.
Internally, the network has also invested in artificial intelligence to improve support services. AI-driven chatbots using optical character recognition (OCR) have been introduced to assist the account management team, freeing staff to concentrate on delivering more strategic support to firms.
The new website forms part of a wider rebrand for Rosemount, which includes a new logo and refreshed corporate identity. The technology rollout follows a wave of tech-focused hires last year, brought in to help embed AI and innovation into the adviser journey.
Ahmed Bawa (pictured), chief executive of Rosemount Financial Solutions (IFA), said the platform marked a significant step forward in delivering smarter, more intuitive support.
“This new website is core to our mission of supporting our advisers in delivering a faster, more intuitive and more client-focused service,” he said. “From compliance documents and marketing tools to business development resources and AI-powered assistants, we are putting everything advisers need in one place.”
He added that the early response from advisers had been “overwhelmingly positive,” particularly around the provision of the cashflow modeller and the ability to produce white-labelled reports.
“We’ve designed everything from the ground up, with no legacy tech holding us back,” Bawa said. “That gives us a huge advantage in building a platform that’s agile, intelligent, and scalable. This is all about helping firms unlock their full potential.”
