Help people understand the decision. Leave advice to a registered provider.
An investment platform or wealth provider can be an available option inside a money journey. ESI can support education, general comparison, and a path to a registered provider. It does not, here, give personalised security-specific advice.
What can be designed
Investment education, tools the person chooses to use, portfolio context that stays in My ESI, provider discovery, and a conversation with a registered adviser. Provider records can hold regulator and registration number. “Verified” is not shown unless a real check has been done.
Data and user control
Introductions are user initiated. Sharing is limited to what that action needs. The person sees why an option appeared and chooses whether anything is shared. My ESI stays with the person.
ESI does not give personalised investment advice. A path to a registered provider is in development.
Elevate. Scale. Inspire.