SAFEGUARDING YOUR ADVICE JOURNEY
We offer holistic advice solutions that can be tailored to a specific adviser or corporate authorised representative’s needs. Our advice program comes in conjunction with the best tools and research, access to experts and investment opportunities while cutting out unnecessary costs. Our adviser’s services are supported with professional indemnity insurance cover, compliance and ongoing education, and ongoing approved product list management.
EMPOWER CLIENTS & INCREASE SATISFACTION
• Software that encourages client buy in with the financial planning process.
• Tools designed to encourage clients to get into contact with adviser.
• Clients can submit a request to advisers or schedule own meeting.
• Clients can update positions to keep records up to date.
• Software intelligence and customer data analytics.
• Reduce time spent on researching products, investment modelling and advice generation with one-click systems request.
• Designed To Deliver Advanced Reporting, Trading, CRM and Analytics.