Sentry/IRESS partnership gives advisers a technological advantage
Advisers will have the opportunity to maximise business efficiency including client service, engagement and advice delivery, with new customised technology solutions provided by Sentry Group and IRESS.
Sentry Group chief executive, Murray Hills, said that the latest solution would continue the company's commitment to digitisation and innovation in the adviser process.
"The technology solution has been developed in close partnership with IRESS and demonstrates the national licensee's commitment to the principles of best practice and future proofing the practices of its advisers," he said.
"It will strengthen Sentry's position and reputation as an innovative, adviser-focussed leading independent licensee."
According to Sentry executive director and head of business solutions, David Newman, the new solution, which has branded and was promoted as SENTRAK, has been extensively tested and features integration and facilitation of alliances and relationships between licensee, advisers and industry partners.
"Our goal was a flexible technology platform that enhances adviser / practice efficiency and effectiveness, the simplification and improvement of work flows, revenue streams, marketing and business growth aspirations," Newman said.
"It will significantly improve the time taken by new practices joining the national licensee to integrate and get up to speed with our processes and practices."
AUTHOR
Hope William-Smith
Recommended for you
Money Management examines the share price of financial advice licensees over one year to 31 March, with M&A actions in the final quarter having a positive effect for two licensees.
A $3.5 million settlement for victims of Melissa Caddick has been approved by the Federal Court following an initial agreement last December.
The Reserve Bank of Australia has delivered its first rate decision since the introduction of a new board structure last month.
Digital advice provider Otivo has launched an interactive tool, powered by artificial intelligence and Otivo’s own advice engine, to help answer client questions.
