Centrepoint unveils new client interface
Centrepoint Alliance has developed configured and branded client interface, Compass Online, as it looks to evolve its Compass advice technology platform.
The interface, developed by the firm's advice technology team in consultation with advisers, used technology available through XPlan.
Centrepoint head of advice services, Paul Cullen, said that the newly-launched in-house configured client interface had to take into account that clients usually accessed information online and in their own time.
"Advice firms are struggling to invest sufficient resources to provide clients and staff with a modern digital experience."
"For advisers, the new online interface allows them to provide information to their clients without all the security issues associated with emailing sensitive documentation. It eliminates the need to send paper-based reports, and it also facilitates clients being able to update their information online," he said.
AUTHOR
Hope William-Smith
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
