Assists advisers in introducing a Cashflow as a Service proposition to clients – existing and new.
It provides advisers and clients with a ‘stepping-stone’, into a range of cashflow service offerings, allowing advisers, to quickly and cost-effectively generate client interest in cashflow service offerings, and then rapidly assessing a client’s appetite to engage in full-priced ongoing services.
| End User | Consumers and Advisers |
| Advice Process Steps | Scope Goal Identification Assessing Implementing Review |
| Benefits | Process efficiency Engagement uplift Time savings Cost to serve reductions Compliance benefits. |
| Cost per user per annum | $499 |
| Time saving per client | More than 3 hours |
| Cost saving per client | $501-$1000 |
| Integration | Xplan, Prospera, Xeppo, FCA |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | No |
| Single sign on | Yes |
| Data storage | Secure data centre in Australia, full PCI compliance and ISO 27001 certification |
| Privacy standards | Privacy Act APP 2016 – regularly reviewed Data Anonymity Standards |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | RI Advice Financial Services Partners ClearView Matrix Millennium3 WB Financial Mortgage Choice Integrity Financial Pareto Group Fortnum Financial Planning Wealth Today Centrepoint Alliance Link Advice ManagedAccounts.com.au |