A risk profiling tool and goal selection, management and probability profiler.

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End User Advisers
Advice Process Steps Scope
Benefits Process efficiency
Engagement uplift
Time savings
Cost to serve reductions
Compliance benefits
Enhanced client understanding of goals and risk profile
Cost per user per annum $1000-$1999
Time saving per client More than 3 hours per client
Cost saving per client $501-$1000
Integration In discussion
Website embedding Yes
White labelled Yes
System prerequisite No
Single sign on Yes
Data storage Data storage is cloud based – Amazon Web Services in Australia. We store client preferences data – risk profile, goal profile etc. We also store a small amount of personal data on a client eg name, contact details, net wealth, net income
Privacy standards Australian Privacy Act.
Limits on use 1 adviser per licence
Disaster recovery and business continuity plans Yes
AFSL approval In Australia, the system has been approved by organisations servicing upwards of 3,000 advisers. Globally we have signed up organisations servicing tens of thousands of members and have won multiple awards for our solution eg: – UBS Future of Finance Challenge Global winner (2nd place) out of 600 companies – Monetary Authority of Singapore Top 20 out of 700 FinTech teams – Citi Mobile Challenge – APAC Finalist out of 1700+ companies