We are excited to announce that IBOSS have been shortlisted in 6 out of the 12 categories in the Citywire Adviser Choice Awards 2023.
The audience, of professional financial advisers and planners, scored discretionary fund managers they work with across 10 different criteria to recognise who is leading the way in providing a stellar client experience.
Citywire have aggregated the scores to produce this year’s shortlists, which consist of the five highest scoring DFM providers in each category. In total, there are six category awards, for which all firms are eligible, and six regional awards.
Regional
Value for Money
We are well aware that advisers are constantly under pressure to justify fees and demonstrate added value. Both factors are crucial if an adviser is looking to either attract new clients or retain their existing ones.
As reflected in our 5 Diamond Defaqto rating, our service offers much more than just a reasonable cost, which is why we have been shortlisted in the ‘Best Value for Money’ category. Within all of our DFM ranges we offer direct access to our Investment Team, compliance assistance and a quarterly white labelled client communication service at no additional charge.
Communication
We believe that most clients like regular communication from their adviser and receive a market summary and an update of fund changes to their portfolios quarterly. With fast-changing market conditions, clients value updates that provide reassurance regarding their investments. We strive to ensure our client-facing material is jargon-free, making it easy for clients to engage with, whilst creating a level of client involvement that makes them feel part of their investment journey.
Adviser communications are all available via our website, which is user friendly and easy to navigate. Along with our weekly written market updates, monthly webinars, podcasts and video updates, we also have daily views and market opinions from our Investment Director, Chris Metcalfe, via Twitter.
All the above has contributed towards our shortlisting in the ‘Best Reporting’, ‘Best communication in a crisis’ and ‘Most useful digital interface’ categories.
Providing good communication is something we have always been focused on and we work extremely hard to ensure our adviser partners are kept up to date on market movements, as well as having all the necessary information to assist with client queries, so we are very proud to be shortlisted in these categories.
Thank You
Last, but not least, we would like to thank all the advisers and planners who took the time to vote for us, we are extremely grateful.
Hopefully we will come out on top in some of the categories following the announcement of the winners on the 2nd of March, but even if we don’t, to be recognised across so many categories has been a great achievement.
