Over the next 20 years, an estimated $84 trillion will change hands as Gen X, Millennials, and Gen Z inherit and grow their wealth. This shift is already reshaping financial advice, with younger clients expecting digital accessibility, personalisation, and investment strategies that align with their values.
At the same time, Consumer Duty regulations are putting greater emphasis on transparency and client understanding. Advisers who can combine regulatory compliance with a truly personalised service will stand out in a competitive market.
That’s why We Complement and Etcho have joined forces—to give financial advisers the tools to build stronger, more meaningful client relationships. By combining We Complement’s expertise in client engagement with Etcho’s innovative discovery and portfolio suitability alignment tools, we’re helping advisers deepen trust, improve transparency, and grow their businesses.
How Advisers Can Benefit:
🎯 More Personal, Values-Based Advice Etcho’s discovery tools help advisers understand what really matters to their clients—whether that’s gender equality, sustainable transport, or economic growth. With instant portfolio scans, advisers can quickly match investments to these priorities, making conversations more engaging and personal.
📜 Stay Ahead of Consumer Duty Regulations Clear, accessible information is key to regulatory compliance. Etcho’s dashboards and storytelling tools turn complex investment data into relatable, easy-to-understand insights, helping clients make informed decisions while reducing the risk of greenwashing.
🤝 Stronger Suitability and Trust Etcho’s client profiling and comparison tools give advisers confidence that they’re recommending the right investments. Clients see exactly how their portfolios align with their values, leading to deeper trust and stronger, longer-lasting relationships.
🚀 Stand Out in a Crowded Market Wealth management is evolving—clients expect more than just returns; they want meaningful engagement. Etcho equips advisers with best-in-class tools and training, turning client relationships from transactional to truly personal.
The Future of Financial Advice is Here
This partnership isn’t just about technology—it’s about helping advisers connect with clients in a way that’s personal, transparent, and aligned with their values. If you’re ready to strengthen client relationships, differentiate your firm, and stay ahead of changing expectations, we’d love to show you how We Complement and Etcho can help.
Get in touch today to learn more.
