Streamline Financial Advice
Both the consumer and the financial advice industry want a simpler and more affordable means of delivering advice to whose who are currently excluded.
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Financial Services Industry not delivering to the public
There are 12.6 millions Australians with unmet financial advice needs. Advice Online will allow these people to be serviced by Financial Advisers.
Plencore Wealth is expanding to the International Market
Both Financial Mappers and Advice Online customised for specific countries. Country specific licences are available if required.
Advice Online for Financial Advisers
Plencore Wealth has expanded their advice software to include Advice Online.
QAR Reforms include a new class of Qualified Adviser
Consumers will now have the choice of a Qualified Adviser or a Financial Adviser when seeking financial advice from a professional.
Your New Year Fintech Stack
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.
