NowInfinity did not respond or engage with the survey request. Document generation, management, client entity management technology particularly aimed at SMSFs
End User | Advisers |
Advice Process Steps | Scope Assessing SOA Implementing Review |
Benefits | Client engagement and document process |
Cost per user per annum | Packages range from $750 per month to $2500 per month based on document use and the number of entities managed |
Time saving per client | Assessed at above 3 hours per client |
Cost saving per client | Assessed at above $3000 per entity |
Integration | XERO, Class, DocuSign, Salesforce, et al |
Website embedding | Yes |
White labelled | Yes |
System prerequisite | Cloud Based |
Single sign on | Yes |
Data storage | Unknown |
Privacy standards | Unknown |
Limits on use | As per package parameters |
Disaster recovery and business continuity plans | Not disclosed |
AFSL approval | Not disclosed |