Technology solutions

Vision and Advancements
in Technology

Many advisors encounter a daily challenge: managing disparate applications that lack interoperability, necessitating manual data entry across advice generation software (like Xplan), superannuation and investment administration platforms, and various other tools.

Our commitment lies in addressing these issues. We harness our relationships and industry presence to collaborate with leading software providers, co-creating integrated solutions.

Some of our key focus areas encompass:

  • Seamlessly integrating CRM, advice generation, and portfolio administration platforms.
  • Implementing digital advice technology to streamline interactions with clients.
  • Deploying business intelligence solutions that transform practice data into actionable insights.
  • Embracing regulatory technology (Regtech) to deliver ongoing compliance alerts and monitoring.”

advice technology

Our dedicated Advice Technology Team is wholly committed to ensuring you have seamless access to cutting-edge technology, meticulously configured to simplify the process of generating advice and managing your practice.

Our team invests substantial effort in researching and evaluating technology solutions available in the market, allowing you to spend less time navigating the tech landscape and more time devoted to running your business.

Within our ranks, the in-house Xplan Support Team stands as one of the largest in Australia, ensuring prompt, end-to-end assistance for advisors. This includes the provision of a dedicated project manager to facilitate your technology onboarding and offer further consultancy services, thus enabling you to prioritize advice while we take care of your technological needs.

Our technology strategy revolves around collaborating with ‘best of breed’ software providers, integrating seamlessly through open application programming interfaces (APIs) to deliver an integrated solution and an exceptional user experience.