A feedback mechanism. Allows the collection of feedback from current or former clients. Valuiza automatically analyses all responses and provide a detailed analysis in real-time via a range of insightful reports, including qualitative feedback that can be easily converted into client testimonials. Coming soon: They will shortly introduce practice level accounts to enable internal delegation of service processes and facilitate reporting at client, adviser and practice levels. They will also introduce Licensee level reporting to enable performance monitoring and benchmarking.

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End User Advisers
Advice Process Steps Review
Benefits Process efficiency
Engagement uplift
Time saving
Cost reductions
Automated lead generation
Cost per user per annum Under $499
Time saving per client 1 – 3 hours
Cost saving per client  $500-$1000
Integration No a stand alone service
Website embedding Possible future development
White labelled No
System prerequisite Requires internet access
Single sign on No
Data storage All client data is collected and securely stored in Australia. We store client’s first and surnames, email address and survey responses
Privacy standards Australian Privacy Principles
Limits on use No user or client restrictions
Disaster recovery and business continuity plans Yes
AFSL approval AMP, Bridges, Charter