MyNextAdvice (previously Valuizer)

 

MyNextAdvice will shortly complete an integration with XPLAN and has recently released new features designed to encourage client feedback. It also supports the Finance Broking community.

 

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End User Planners
Advice Process Steps Review
Benefits Identify growth opportunities
Process efficiency
Engagement uplift
Time saving
Cost to serve reductions
Compliance benefit
Cost per user per annum Under $500 – $999
Time saving per client 1 – 3 hours per client
Cost saving per client  $501 – $1000
Integration XPlan
Website embedding Possible future development
White labelled Not yet
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
Disaster recovery and business continuity plans Yes
AFSL approval The Advice Exchange, AMP, Bridges, Charter, Madison, Elston

 



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