Bluegrove Wealth

At its core, Bluegrove operates as an IFA practice which specialises in investment and estate planning advice. We continually hunt for better ways to apply technology to the business of giving financial advice. In 2004, our search led us to begin a collaborative venture with The Exchange and 1st Software, now Avelo, to develop an exciting new suita... bility report writing software tool, adapted specifically to the needs of the IFA community. Bluegrove then became the first founder partner with Avelo in creating e-Suitability - a new technology which delivers ease and consistency to the creation of suitability reports. We have a strong appetite for implementing high tech advice systems. Some of the technology solutions in use at Bluegrove have been developed "in house" whilst others are drawn from among the best software providers serving the financial services industry. The approach we take is simple - wherever possible we procure the software tools we need from the open market. Only if what we want is not already available do we develop our own software. Our document management needs are met by Invu, a market leader with an impressive software development program. For our note making requirements, we use top of the range Olympus digital dictation handsets with Olympus's transcription software, used in combination with the latest version of Dragon's speech recognition software. For investment fund analysis and tracking, we use "Analytics" from Financial Express. Our client management needs are met by 1st Software's Adviser Office suite, used alongside Bluegrove's own proprietory activity management suite.Read More