Securitor launches new adviser tools
Financial advisers will be able to better track key performance indicators as a result of new tools launched this week by Securitor.
Announcing the launch of the initiative, Securitor managing director Matt Englund said the tools were intended to help advice businesses budget and project outcomes.
He claimed that in the current tough market, financial planners were using tools and support capable of helping them achieve their business potential and the best results for their clients.
“Advisers are telling us they want to step it up, and that with our help in developing the right services, tools and programs, we are helping them do this.
“All the business productivity surveys point to a direct correlation between managing the financials of a business and achieving success,” Englund said.
“This tool helps advisers bridge that gap.”
Securitor also announced that it had partnered with consultant company Bstar to provide financial advisers with a comprehensive business valuation methodology.
Recommended for you
Far too few wealth managers are capitalising on the opportunity presented by disruptive technology to deliver personalised investment solutions to the mass affluent demographic, according to PwC.
With over half of advisers using managed accounts, HUB24’s head of managed portfolios has unpacked the benefits driving their usage and how they can be leveraged by advice practices.
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
ASX-listed platforms HUB24, Netwealth, and Praemium have used their AGMs to detail how they are using artificial intelligence to improve their processes and the innovative opportunities it presents.
