Financial Planning

Bluerock has a strong base of individuals with experience of creating, marketing, selecting and implementing financial planning tools.  Our skills include IT, financial planning and behavioural economics combined with core project management skills to help clients to realise quantifiable business results.  We have worked with fund managers, platforms, life offices and back-office system providers in the context of employee communications to wealth management clients and online consumers to IFAs.

 We have provided advice to client on business requirements; functional specifications; build options and the implementation process through to launch.  The type of tools have varied from deterministic to stochastic, with and without transaction capabilities and made available via home, workplace and mobile devices.  We have evaluated software providers based in the US, Australia, Continental Europe and the UK and we monitor leading edge developments worldwide in this field.