Technology Vision and Development
The issue many advisers face every day is dealing with multiple applications that do not talk to each other requiring information to be manually rekeyed between advice generation software (Xplan), superannuation and investment administration platforms and other applications.
Our mission is to solve these problems, leveraging our relationships and scale by working with leading software providers and co-designing integrated solutions.
Some of our focus areas include:
- Integrating CRM, advice generation and portfolio administration platforms
- Digital advice technology to enable efficient interaction with customers
- Business intelligence solutions to transform your practice data into insight
- Regulatory technology (Regtech) to provide ongoing compliance alerts and monitoring