A goals app. Using the software you can map out a plan for: Managing lifestyle debt: Building an emergency fund; Protecting your lifestyle and assets; Making the most of your super; Planning for a comfortable retirement; Managing investments; Saving for something & Paying off a mortgage. They are currently working on a Life events goal which will include things like compensation and death.
End User | Consumers and Advisers |
Advice Process Steps | Scope Goal Identification Assessing SOA |
Benefits | Process efficiency, engagement uplift, time savings, cost to serve reductions |
Cost per user per annum | Based on a per client use at $30 per client per year |
Time saving per client | 1-3 hours per client |
Cost saving per client | $501-$1000 |
Integration | Xplan, Midwinter, Adviser Intelligence, Coin, CCUBE, and an open API for further CRM integrations |
Website embedding | Yes |
White labelled | Yes |
System prerequisite | No |
Single sign on | Yes |
Data storage | Amazon web services. All data stored but also shared with advisory firm |
Privacy standards | Australian privacy standards |
Limits on use | No |
Disaster recovery and business continuity plans | Yes |
AFSL approval | None specified in the survey response |