Applying a bionic approach to improve the quality of financial advice

Fourth Line started when a collective of leaders in the financial services sector came together with the sole purpose of helping licensees and advisors improve the quality of advice. The founders drew on expertise across advisors, licenses, legal, academia and technology with a belief that technology alone cannot determine the appropriateness of advice.

The mission was to design and roll out a robust, industrial strength advice risk management and compliance tool to the advice of profession that combined both machine learning and human oversight. Fourth Line firmly believe even with access to the world leading technology, human oversight is necessary to ensure that personal advice meets todays exacting standards. A bionic approach is needed.