We’re about helping business owners navigate the complicated space of advice software implementation.  We know it can be confusing, overwhelming and often expensive. We also know that the expectations of how advice software can change your business for the better, are often not the reality of what you end up with.

Through our experience and knowledge, we know you can achieve better business outcomes and improve your profitability, if you get the right solution and have it implemented appropriately.  It’s not a drop and run proposition though, this is a partnership of efficiency and we’re focused on being an ongoing support for you and your business.

Our Approach

Our Impact

We see ourselves as your business efficiency partner.  We’re here to help you identify opportunities for improvement, improve your current systems and enhance processes wherever possible. 

Your role is as a practitioner or business owner – knowing the ins and out of advice technology isn’t your sweet spot, nor should it be.  This is something you need to outsource to the right partner and get it right from the beginning.

With over 8000 financial advisers accessing our services, we get to gather a lot of information around the pain points for financial advisers.  Here are just some of them:

• Advisers need client centric and goals focused presentations to keep clients engaged and assist with transferring the advice they have prepared for them

• We know that advisers or team members are spending on average 1.5 hours just editing and personalising post merged advice documents

• There’s a strong need for a single advice template for all advice needs, which can be easily and efficiently customised based on clients needs

• Practices need ongoing support and training to continue getting the most out of their advice software

So that’s what we do.  We reduce administration and cut out the noise, by:

• Providing a comprehensive review report template that succinctly includes the client’s situation, goals and past advice, portfolio performance and market commentary

• Helping practices reduce average Statement of Advice production time from 8 hours down to 2

• Developing a Client Builder which is our client data collection tool, built around a single flexible template

• Being an ongoing training and support partner, to make sure the integration into your business is seamless and the return on investment is improved constantly

We have a team of talented Solution and Practice Technology Specialists that help you design, develop and deploy your advice software solutions.  Their goal is to make the complicated, uncomplicated and let you focus on finding more time for clients and enhance the customer experience in your business.

How we work

We start out digging deep, so we can get a complete picture of your business, what you need delivered and how our experience can help you develop a plan for the best solution.

• We start with a full day face-to-face workshop

• Our review includes looking at your existing advice delivery process and documentation

• Bench-mark your practice processes and identify gaps and weaknesses

• We map your advice delivery process

• Develop a technology and implementation road-map

If we identify additional areas of need in the preparation phase, such as work on workflow processes, advice document preparation or maybe even the need for paraplanning, we can tailor the workshop day to include those areas.

Untangling the complication of advice software.