MoneyBrilliant has provided budgeting and cashflow management services for several years. More recently they have added bill management, bill optimisation, people like me benchmarking and advice software integration.
End User | Advisers and Clients |
Advice Process Steps | Goals Assessment Review |
Benefits | Process efficiency Engagement Uplift Time saving Cost Reductions Compliance |
Cost per user per annum | Under $499 |
Time saving per client | More than 3 hours per client |
Cost saving per client | $501-$1000 |
Integration | COIN and PractiFi |
Website embedding | Yes |
White labelled | Yes |
System prerequisite | Browser and apps available for iOS and Android |
Single sign on | No |
Data storage | Amazon Web Services Storage Sydney Australia |
Privacy standards | Australian Privacy Law |
Limits on use | No user or client restrictions |
Disaster recovery and business continuity plans | Yes |
AFSL approval | Various but not disclosed |