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
Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data.
Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits revised bids from three private equity players.
Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an improvement from a $50 million loss last year.
With alternative funds being described as “impossible” for fund managers to target towards advisers without the support of BDMs for education, Money Management explores the evolving nature of the distribution role.
