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
Cost to serve reductions
|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|
|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|