CashDeck are about to release a white labelled planner solution that will allow planners to distribute an Apple/Android wealth management app to their clients. The system has been implemented in a way that provides cost effective solutions even for individual planners and users can easily share their financial information as required.
| End User | Consumers and Planners |
| Advice Process Steps | Scoping of advice Goal identification Assessing finances SOA preparation Review |
| Benefits | Process efficiency Engagement Uplift Time saving Compliance benefit |
| Cost per user per annum | $500 – $999 |
| Time saving per client | One to three hours per client |
| Cost saving per client | Unable to determine |
| Integration | We have open APIs and can integrate with any provider. We have recently integrated with Ezidox. |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | No |
| Single sign on | Yes |
| Data storage | Australian data centres. We store bank, credit card, mortgage, loan, investment, super, credit score and property data down to transaction level. |
| Privacy standards | We adhere to ISO 27002 and are currently working towards ISO 27001 Series standards. |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | Not disclosed |