YTML

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.

Visit website

End User Advisers and Clients
Advice Process Steps Scope
Goals
Assessment
SOA
Implementation
Review
Benefits Process efficiency
Engagement Uplift
Time saving
Cost Reductions
Compliance
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
Website embedding Yes
White labelled Yes
System prerequisite Internet
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