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 |