Glenis is a Senior Fellow of FINSIA (Financial Services Institute of Australasia). She has worked tirelessly for over a decade to develop her innovative software, with her aim being to enable consumers everywhere to understand and improve their finances. Her software has been upgraded for use by Financial Advisers and organizations that want to provide Financial Literacy and digital financial planning tools for their clients or employees.
In response to the Quality of Advice Review, Glenis has designed a completely new product, Financial Advice Online to enable affordable advice for all by a person qualified to give financial advice. This software allows members of the Financial Services Industry to provide an Advice Document in a multi-media format and includes access to the adviser's financial plan, supplementary reports and a comprehensive Financial Literacy Program. Information is available at www.adviceonline.net.au.
Glenis does not use AI to write her blogs. It is all original content.
The end of the year, is a good time for Financial Advisers to review their current Fintech Stack and see if there are options that may be of value with the anticipated changes to the way in which financial advice is delivered.
Clients who have been exposed to digital experiences are looking for better engagement with the advice documents provided by their financial adviser.
Big changes are expected in the Financial Services Industry, with Superannuation Funds likely to play a larger role in the financial advice space.
With the government’s resolve to make financial advice available to young Australians, software is now available to enable delivery of affordable advice.
Find a solution to providing affordable advice to everyday Australians.
Plencore Wealth announces the launch of its new software Advice Online, designed to meet the challenges of the QAR.
Call Us Now
