Guidance Journeys for Orphan Clients

Deliver Good Outcomes Without Providing Regulated Advice

Non-Regulated Guidance Journeys for Orphan Clients

With regulations such as Consumer Duty and Retail Investment Package, non-advisory platforms must ensure continuing to deliver good outcomes for the end clients who have lost their relationships with advisors without their activities falling under the regulated advice umbrella.


Use OutRank to build self-service journeys with interactive and pedagogical capabilities, empowering end clients to make educated financial decisions

Non-regulated Guidance

Stay clear of falling under the regulations concerning the provision of financial advice by carefully constructing your journeys


Guidance journeys can only be scaled and delivered cost-efficiently through digital channels. Manual customer service is not feasible in the long run

Guidance Journeys for Orphan Clients

Building Non-Regulated Guidance journeys is a cost-efficient and scalable way to fulfil regulatory requirements

  • Utilize OutRank's forecasting capability to empower end-customers to choose financial products that fit their goals and financial situation
  • Low-maintenance SaaS solution
  • Enhance visualisation of portfolios, yearly statements and other types of end-client communication

Start Your Journey Now!

Ready to Disrupt? Contact us!

Quickly build innovative, reliable and secure wealth experiences by accessing our APIs for Wealth, already powering wealth services in a number of financial institutions.