Financial Advice Without the Gridlock
Announcing the Development of Financial Advice Online
Plencore Wealth Ltd is pleased announce it is in the process of developing of a completely new product – Financial Advice Online.
The Quality of Advice Review submitted their final recommendations to the Government in January. The government has now announced more consultation with stakeholders before they act on the recommendation made by Michelle Levy and her committee.
The Quality of Advice Review was a very detailed review where Michelle Levy spent a great deal of time consulting with a wide audience. In general, it seems the report has been relatively accepted by the majority.
Recently the government announced it planned to implement fourteen of the recommendations in three streams:
- See “Jones’ QAR response explained, 14 of 22 recommendations accepted” (Independent Financial Adviser).
Financial Advice Online
The advice is supplemented with an extensive financial literacy program and the ability for the client to do a “deep dive” into the financial plan created by the adviser.
This product is completely white-labelled and can be integrated into any CRM. The product can be absorbed into the company’s URL with no reference to Advice Online.
To find out more, watch the video above
Plencore Wealth Ltd has commenced the development of a new product called Financial Advice Online. The intention of this product is to allow Financial Institutions, including Financial Advisers, Superannuation Funds and Insurance companies access to software that enables the delivery of both a Financial Plan and an Advice Document as a ‘Fit-for-Purpose’ Advice Record. The process can be performed completely online; however, some may want to include a phone consultation as part of the advice process.
We aim to deliver a product that will:
Streamline Financial Advice without the Gridlock for members of the Financial Services Industry
– Designer of Financial Advice Online
Financial Advice Online
Our new product, Financial Advice Online, has been designed for members of the Financial Services Industry who need a readymade customizable portal to provide digital financial advice.
The software creates a financial plan together with an advice document for your clients.
This product is ready for both the Australian and New Zealand market.