Our industry leading advice solutions portfolio offers a range of customer-centric digital advice solutions. Our goal is to streamline practice management and empower advice businesses and professionals to efficiently manage client relationships, facilitate advice engagements, and manage administrative tasks with ease.
A comprehensive solution powered by Salesforce that streamlines the entire advice lifecycle, empowering you to manage client relationships efficiently. WealthConnect Professional eliminates the need for multiple systems with a single platform that removes the complexities that hinder productivity and efficiency.
Increase value for super fund members with a simple advice solution, managed in one, CRM-agnostic platform. Advice Intelligence helps you easily power your digital advice online and turn any digital advice journey into a hybrid one with the option of adding support from a financial adviser.
Whether accumulating wealth or approaching decumulation in retirement, Advice Intelligence’s Milliman-powered engine offers a digital journey for advice strategy optimisation. With robust economic assumptions, stress tests, advice strategies, superannuation and tax law, we reduce the ‘assumption gaps’ of other digital advice providers, for more complex problem solving.