Our licensee and compliance program, integrated platforms, independent research and back-office support services have been designed to help advisers navigate the complexities of the increasingly difficult regulatory environment. We offer flexible fee structures, paraplanning, risk, investments and SMSF solutions tailored to our adviser’s specific requirements. ANIG WM automation and add on benefits:
- Tasks automation to reduce administrative burden & focus more on caring for clients.
- Automated Fact Finds to save time
- Automated advice modelling, integrated research tools and compliance solutions to deliver quality advice.
- Single-source truth to meet regulatory requirements with integrated revenue and FDS software solutions- addressing your compliance and back-office needs.
- Real-time data feeds from platforms, funds, superannuation, risk providers, property assets and banks. Adviser dashboard can be customised to meet your needs.
Automated Fact Find
Get The Most From Our Diversified License & Open Api Integrated Solutions