Stage two of AdviserNETgain released
Wayne Wilson
Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to generate statements of advice for their clients online.
The financial services organisation believes the enhancements to AdviserNETgain will further promote efficiency in the way financial planners run their practices.
“AdviserNETgain, delivered to advisers as promised on time and to scope, is a total business solution. For example, being able to record the initial client contact through to generating compliant and personalised SOA documents by only having to input client’s data once into a single system, will increase efficiency and accuracy and ultimately reduce costs,” Asgard head of distribution Wayne Wilson said.
“This is what AdviserNETgain is all about — helping advisers gain efficiency, gain productivity and gain more time to spend with their clients,” he added.
The automated tool was launched in November last year in response to feedback from advisers regarding their requirements to run a proficient and profitable financial planning practice.
It offers a single data entry point enabling advisers to generate further information relating to a range of outcomes for their clients.
Over 175 financial planners are currently using the system with an additional 70 planning practices waiting for the application to be implemented.
Recommended for you
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.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
