We believe ...

1.

Individual investors need advice. The conflict of interests in advisory services has made it complicated for financial institutions to offer simple advice within the client experience. 

 

2.

When you separate the provider of the advice from the conflict, it is possible, easy and ethical for brokerage firms to provide best interest advice to their clients where they need it most. 

3.  

Good advice creates better outcomes. Investors will always benefit from following simple guidelines like diversifying, not trying to time the market, and minimizing fees when they are making investment decisions.  

4.

Just Good Advice provides financial institutions an open library of easy-to-use investment components. Our integration approach delivers peace of mind and good advice to investors — where they need it. 

 

What do we mean by Just Good Advice?

 

Customizing generally accepted investment wisdom to the unique situation of your client.

Best-Interest


Investors require guidance that is tailored to their needs, that is transparent, straight forward and without institutional bias.

Advisory Support


A logical technology solution that generates the best answer to inputs.

Automated


Integration methods deliver guidance within the context of existing individual investment workflows.

Contextual


Wealth management has several complicated advice areas that support fact based decisions on risk, asset allocation, portfolio construction and optimization. 

Educational

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Why Just Good Advice?

 

 

Investors need help

Investors could use expert, fact based advice in order to make better investment decisions. Conflicts of interest make it difficult for investors to trust that the advice they receive is in their best interest.

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The missing service opportunity

There is an advice gap between robo-advisory services and wealth advisory services. 

Yet, individual investors have a need and desire to be supported with advice throughout their brokerage experience.

 
 
 

Advice + Context

By delivering in-context, automated components, advice can be delivered for the most relevant question, while also removing the conflict of interest.

 
 
 
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Satisfying support

The online advice experience is seamless, integrated, and smart enabling brokers to offer best-interest advice where client's want it — as part of their ongoing relationship.

 
 

Our Platform is built as an open framework that brings together three functions in one architecture.

 
 

AdviceComponents


Investment advice presented visually and contextually through simple integration points within the existing client experience.

AdviceLibrary


Open and independent knowledge base (catalog) of advice that covers a broad cross section of investment situations to support your clients needs.  

AdviceBuilder


Creation of advice through a factual and logical decision process based on inputs and selections specific to the investment strategy. 

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About Us

We are a team of leaders, designers, product managers and engineers who have been developing solutions in the financial service industry for over the last 20 years.  

We see a need in the marketplace for accessible advice and decision support that has not been possible through previous platforms and solutions.  

JustGoodAdvice is our vision to provide next level investment support through modular technology.

 

Why Now?

Since the 2016 Department of Labor ruling, financial institutions and advisors have been scrambling to prove that their advice is in their client's best-interest. Most financial firms have a conflict of interest because their advice has a direct impact on their revenue. 

We are creating a business that just does advice, and therefore doesn't have the conflicts that come from our getting revenue from a transaction or from getting a percentage of the sale of products.

Because we don't have a conflict of interest, we can provide best interest advice as a software service for the brokerage industry so that they can provide contextual best interest advice to their clients.

Our Founder

Jim Tanner has been in the business of providing independent solutions since 1991.