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Investor Resources Expand with OpesFidelio’s New Website

by | Feb 15, 2024

Cross-Border Investment Planning, Europe, Personal Finance, Top Stories, UK Expats, USA Expats, What's new in Aisa

Investor resources expanded by OpesFidelio's new website

New online resources and innovation set OpesFidelio apart

Investor resources have expanded with the launch of OpesFidelio’s new website. OpesFidelio is the European advisory network run by Aisa International. The new resource serves investors by matching them with one of more than 40 qualified advisers across Europe, based on their location and investment advice needs.

Investors can find targeted information from among the many OpesFidelio services, including pension provision, investment and financial planning, inheritance concerns, tax returns, relocation, and fiduciary and trust advice.

OpesFidelio Executive Director Max Durrant said, “The website prompts investors to answer a few questions, which allows us to understand their needs from the start. It jump-starts our individualized service and saves our clients’ time.”

OpesFidelio Recognized for Excellence in Digital Innovation

OpesFidelio is also proud to announce it has been recognized for 2023 Excellence in Digital Innovation in Europe by International Adviser.

The judges of International Adviser’s 2023 competition said, “[OpesFidelio] definitely shifted the dial in terms of their digital offering. [They] had a well-structured plan and delivered it.”

Durrant said, “OpesFidelio financial advisers work throughout Europe, using our proprietary digital software, MoneyTrove, to offer clients individualized investment planning with the most recent, accurate information possible. The Digital Innovation award recognizes the value of this system, which is currently unique to OpesFidelio.”

The views expressed in this article are not to be construed as personal advice. Therefore, you should contact a qualified, and ideally, regulated adviser in order to obtain up-to-date personal advice with regard to your own personal circumstances. Consequently, if you do not, then you are acting under your own authority and deemed “execution only”. The author does not accept any liability for people acting without personalised advice, who base a decision on views expressed in this generic article. Importantly, where this article is dated then it is based on legislation as of the date. Legislation changes but articles are rarely updated, although sometimes a new article is written; so, please check for later articles or changes in legislation on official government websites, as this article should not be relied on in isolation.

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Post written by:

Susan Austin

Susan Austin is a freelance writer living in Prague, Czech Republic. Originally from the U.S., she has written for and worked in many industries, including healthcare, transportation, travel and leisure, museums, education, personal finance, and archaeology.

Aisa International is the only financial advice service company specialising in advice for expats that is regulated as a Securities Trader in the Czech Republic, USA, and UK.

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