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.

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End User Consumers and Advisers
Advice Process Steps Scope
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