We partner with leading fintech companies by sourcing the best industry technologies and continually work on reducing the friction that can be associated with the legislated advice process.
We strive to balance best practice with flexibility, while enhancing business efficiency and client engagement.
Our suite of technology provides depth to execute across the advice process, including automation around workflow in practices. Some feature highlights include Sharepoint Integration, client portals, online integrated fact finds, digital signature providers and practice data analytics dashboards.
We have a helpdesk support function with superior knowledge of advice frameworks and we are able to customise our solutions to accommodate the way our financial planning practice operate.
“We are constantly curious. We seek to find efficiencies and better ways to do things through researching technology that can simplify the advice process to enhance client and practice outcomes.”
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