AdviserNETgain rolls out new feature
The online financial planning software application owned by BT Financial Group, AdviserNETgain, has rolled out a new bulk review feature, which enables the production of an unlimited number of review advice documents in one process.
The new feature enables advisers to update clients as a result of Approved Product List changes, with time saving and compliance being the main benefits, according to AdviserNETgain national manager Darelle Jenkins.
“For example, it allows them to respond to the ‘sell order’ quite efficiently, if they need to quickly move people from one investment to another — they can do the documentation in bulk,” Jenkins said.
Jenkins said the bulk review features would ultimately help advisers spend less time on data entry and compiling reports.
“This new functionality … supports scalable delivery of ongoing advice and provides seamless integration with Asgard — meaning no double data entry, and allowing advisers to spend more time with their clients,” Jenkins said.
“This allows advisers to provide ongoing service to more customers or to upgrade the level of service that they’re providing to their existing customers all within the same resources,” she added.
AdviserNET is currently used by over 2000 planners and is offered both internally — within the Westpac network — and externally to boutique practices through a dealer-to-dealer offer.
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