Macquarie's new online solution

financial-planning-software/financial-advisers/FOFA/independent-financial-advisers/macquarie/future-of-financial-advice/financial-advice/

6 December 2012
| By Staff |
image
image
expand image

Macquarie Financial Planning Software has launched a new online solution and upgraded its product set.

The company announced this week that its new online solution, Visor Lite, represented an upgrade of its Visor Desktop product aimed at helping independent financial advisers to work more effectively by introducing mobile access and improving usability.

As well, it said the latest release of Visor Desktop included improvements to assist IFAs with Future of Financial Advice (FOFA) compliance and enhancements to help with reporting and productivity.

This included new fee disclosure fields and the ability to assign service packages to specific client segments; and new reports and reporting filters for client opt-in and other services.

Commenting on the changes, Macquarie Financial Planning Software head, Kirk Pitman said they were intended to help IFA businesses to be more efficient.

“Within the current environment of regulatory change, technology can play an important role in supporting advisers,” he said.

Visor Lite is intended to help advisers access client records, portfolio balances and transaction history from a browser or a tablet device.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago

TOP PERFORMING FUNDS