The new site provides a platform for Rosemount’s ARs, offering a centralised hub for accessing essential tools, documents, and business intelligence.

The adviser portal, developed with input from existing Rosemount advisers, includes the ability to white-label client-facing documents, such as marketing materials and tax reports.

It also features a proprietary cashflow modeller, which will be available free of charge to the network’s wealth planners and can be used to generate branded reports for clients.

Rosemount is also developing other tools that will be available through the new portal such as a bespoke attitude-to-risk profiler.

Internally, the network has also deployed AI chatbots using optical character recognition (OCR) to support the account management team.

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The launch of the portal comes alongside a wider rebrand at Rosemount, including introducing a new logo for the network.

Ahmed Bawa, CEO at Rosemount Financial Solutions (IFA) Ltd (pictured above), commented: “This new website is core to our mission of supporting our advisers in delivering a faster, more intuitive and more client-focused service.

“From compliance documents and marketing tools to business development resources and AI-powered assistants, we are putting everything advisers need in one place.

“The portal has been designed to serve as a foundation for rolling out innovative tools and software in the months and years ahead which will support the growth ambitions of our advisers, and allow them to build their businesses in their own way.

“The early feedback to the portal has been overwhelmingly positive, particularly the free provision of a high class cashflow modeller and the ability to develop white-labelled reports and documents for clients.”