YTML Group has recently created a new product – an ecosystem framework. This product is aimed at enabling advice businesses to create their own ecosystem and data warehouse. This product is currently piloting with a large independent dealer group before being launched in October. YTML provides website, form creation and a range of technology efficiency solutions for advisers to assist them enact the financial advice process.
Various AFSLs use various solutions from YTML Group, some of these AFSLs include: Westpac BT Financial Group, ANZ Onepath, AMP, Macquarie, GPS Wealth.
|End User||Advisers and Clients|
|Advice Process Steps||Scope
|Cost per user per annum||Depends on the systems and solutions being built and can range from a few hundred to significant costs in building solutions|
|Time saving per client||Depends on the solution enacted|
|Cost saving per client||Depends on the solution enacted|
|Integration||Open architecture allows integration with any planning software|
|Single sign on||Yes|
|Data storage||Cloud based|
|Privacy standards||Australian Privacy Act|
|Limits on use||No user or client restrictions|
|Disaster recovery and business continuity plans||Yes|
|AFSL approval||Various AFSLs use various solutions from YTML Group, some of these AFSLs include: Westpac BT Financial Group, ANZ Onepath, AMP, Macquarie, GPS Wealth|