Associated Planners software system hits the wider market
Associated Planner’s workplace flow systems are to be distributed to third party fi-nancial planning groups by the end of this month.
Associated Planner’s workplace flow systems are to be distributed to third party fi-nancial planning groups by the end of this month.
Associated Planners Business Solutions (APBS), a technology business spun off from the dealer group of the same name, is in talks with some of the biggest play-ers in the industry who are looking to outsource their workplace flow systems.
APBS is looking to supply the dealer groups with its recently updated Your Gen-eral Manager (YGM) system which is used by the majority of Associated Planners’ 160 proper authority holders.
APBS managing director Nick Mylanos says the group plans to expand the number of advisers using the YGM system from its current level of about 100 to 1000 by the end of 2002.
The YGM system facilitates document management, workflow management and links with the adviser’s workbench systems.
“It is a system that will run an adviser’s backoffice including human resources and staff procedures,” Mylanos says.
APBS is a 50 per cent owned by Associated Planners and the other 50 per cent shared between Mylanos and two other financial advisers.
Recommended for you
After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.
With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.
The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.
