The technology stack offered by your licensee should provide the support you need to deliver advice efficiently while providing a diverse and secure framework. If it’s not, there’s every chance your back office will be slowed by time-consuming and costly administration.
We understand that technology is core to your financial planning business success. That’s why we’ve designed an advice journey workflow that meets your regulatory obligations and which has been built in alignment with a strong advice policy set that not only enhances business efficiencies but provides exciting solutions for engaging clients.
Every financial planning practice is different. We work to understand priorities and identify the business frustrations that may be creating barriers to success, before integrating our advice journey in your practice.
We do this by developing a technology roadmap that aims to help practices rethink, and improve, the way advice documents are generated.
Using financial planning solution, Xplan our advice framework leverages complementary software that offers integration capabilities and overnight reporting.
Built around CRM solution Xeppo we also offer support technologies with online fact find and secure digital signature capabilities and cloud storage solutions. Of course, integral to your advice journey is our comprehensive support as follows:
1: Customised tech services
We empower financial planning practices to generate quality, bespoke advice solutions using integrated tech systems. We do this by providing support and tech solutions that can be tailored to suit financial planning practice needs around our framework. Examples include templates for custom managed content, portfolios and workflows.
2: Dedicated support resources
We offer dedicated support and resources for managing existing technology in alignment with our Fortnum tech stack offering. Our support begins upon joining Fortnum as our onboarding program transitions data and processes to our framework and providing access to tech resources, training and regular educational webinars.
3: Helpdesk service
Our financial planning practices can access technology assistance, whenever it’s required. We offer day-to-day Xplan support, as well as problem solving for escalated tech queries which alleviates the need for practices to contact Xplan directly.
4: Development team
The fintech world moves fast and we are constantly looking for new technologies that can help our practices deliver better and more efficient outcomes. We listen, we seek feedback from our financial planning practice community and we only partner with leading fintech companies and suppliers.
We support our practices so they may protect themselves and their clients in the important, and continually changing, area of cybersecurity.
Further, we’re well aware that financial planning practices often face similar challenges, and it’s the value of our well-known collegiate culture and reputation for helping one another to succeed that allows individual financial planning practices, and our group as a whole, to benefit from the collective knowledge of tried and tested solutions.
Overall, our goal is to reduce any friction that can arise in meeting the prerequisite advice process to deliver enhanced client engagement and business efficiency. We’re on a mission of continuous improvement and providing an end-to-end advice framework.
To move your financial planning practice forward with a licensee that provides so much more than just a licence, I invite you to contact me to learn more about our technology services and support.
In the meantime, please take a moment to explore our new website, follow us on social media and generally get to know us and how we can provide the business and licensing services you seek, and deserve.
For a confidential discussion about business and licensing services, please contact Rob Skinner, Head of Practice Engagement & Growth or Neil Younger, CEO and Managing Director on 02 9904 2792.
At Fortnum, we are known for our caring, energetic approach, adviser-aligned licensee ownership and a highly collaborative community of financial planning practices. We provide freedom within a proven framework which has a robust approach to risk and governance that creates opportunity for financial planners to build their ideal financial planning business.
