knowIT rebrands Strategy Steps’ Desk Caddie
knowIT Group is relaunching an enhanced version of the Strategy Steps’ Desk Caddie website to deliver more focused solutions for advisers, under the new name wealthdigital.
knowIT Group chief executive, Wayne Wilson, said the redeveloped features on offer would assist with improved efficiency as well as more advanced services integration.
“wealthdigital provides an essential integrated business solution that’s easier for advisers to use, allowing them more time to increase the profitability of their business,” he said.
“The new features will help improve practice efficiency and help achieve compliance with regulatory requirements.”
Wilson said wealthdigital would still be powered by Desk Caddie, which would continue to deliver analysis on legislative changes.
“We implement the improvements that advisers have said they need in order to run efficient and profitable practices,” Wilson said.
“All of these changes are aimed at helping advisers achieve a more profitable practice with better business outcomes.”
AUTHOR
Hope William-Smith
Recommended for you
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities and the importance of a strong network.
Platform consolidation is expected to accelerate among financial advisers this year, as software company Finura pinpoints which two platforms are set to be the winners, thanks to this trend.
The software provider has made several appointments in its APAC wealth propositions team, with a focus on driving growth across digital advice, Xplan and strategic partnerships.
The platform has announced it plans to close its Xplore managed discretionary account service in 2026 which holds $2 billion in funds under administration.
