Launching in Q4 2017
A profiling tool that looks at examining how clients make tradeoffs between risk vs. return, today vs. tomorrow and themselves vs. others, to gain a precise measure of their preferences so as to customize their financial plans, business plans, job search, and more, with confidence.
| End User | Advisers |
| Advice Process Steps | Scope Goals Assessment SOA Implementation Review |
| Benefits | Process efficiency Engagement Uplift Time saving Cost Reductions Compliance |
| Cost per user per annum | $1000-$1999 |
| Time saving per client | 3 hours per client |
| Cost saving per client | $501-$1000 |
| Integration | Only in discussion stages at time of writing |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | Requires internet access |
| Single sign on | Yes |
| Data storage | Some basic client data plus data on their risk, goal and other preferences is stored. No details as to jurisdiction at this point in time. |
| Privacy standards | No details provided |
| Limits on use | No user or client restrictions |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Undisclosed |