Money Brilliant

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.

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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