Case Study: Amplify – How We Empowered INN8 Invest with the DFM Adviser Portal: A White-Label Solution of the Amplify Platform 

INN8 Invest, a leading financial services provider, sought to enhance their offerings to financial advisers and discretionary fund managers (DFMs) by creating a streamlined, efficient, and client-centric digital solution. We developed the DFM Adviser Portal—a white-label solution of the Amplify platform tailored to meet the needs of both advisers and DFMs in a competitive, digital-first landscape.

Challenge

INN8 Invest faced several hurdles in aligning their digital tools with the evolving needs of financial professionals:

• Advisers often relied on disparate systems, making it difficult to perform portfolio analysis and engage clients effectively.
• DFMs struggled to clearly showcase their offerings, maintain a steady flow of communication, and provide consistent support to their adviser networks.
• These inefficiencies created barriers to delivering exceptional service, hampering productivity and client trust.

Approach

To address these challenges, we implemented a multi-faceted approach:

• Customizing Amplify for INN8: We tailored the platform to align with INN8’s branding and specific operational requirements, ensuring a seamless white-label solution.
• Empowering Financial Advisers:
  • Integrated tools for enhanced portfolio management, including advanced performance comparisons and data-driven investment strategies.
  • Developed features for personalized client engagement, such as discretionary fund mandate management and tailored content delivery.
  • Provided access to DFM-published literature and real-time insights, boosting adviser preparedness and confidence.
• Enhancing DFM Capabilities:
  • Enabled DFMs to showcase model portfolio performance and deliver dynamic visualizations.
  • Streamlined the distribution of updates, expert content, and resources to the adviser network.
  • Offered scalable tools for managing and disseminating multi-format content, strengthening adviser trust and relationships.
• Advanced Analytical Tools:
  • Portfolio Analysis Tool: Facilitated detailed performance evaluation with client-ready reports and interactive charts.
  • Retirement Income Tool: Supported advisers in simulating clients’ financial futures, promoting confidence in retirement planning.
  • Wealth Creation Tool: Provided goal-based simulations to inspire clients to achieve their financial aspirations.

Results

The DFM Adviser Portal delivered significant improvements:

• Increased Engagement:
  • Financial advisers experienced greater efficiency with streamlined tools, improving their service delivery.
  • DFMs strengthened their visibility and trust within the adviser network.
• Enhanced Productivity: A unified platform reduced fragmentation, enabling faster decision-making and better resource management.
• Boosted Client Satisfaction: Clients received personalized insights and actionable plans, fostering confidence in their financial strategies.

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