• A single, easy-to-use system that delivers all your advice technology requirements

  • Focus on your business, not on setting up and managing your technology solution

  • All the support you need, all the way

Online Event: Technology to power your business growth

THURSDAY 11TH FEBRUARY, 10:45AM – 11:30AM

The right technology can help you build your practice & strengthen your client relationships. Find out how to:

  • Create efficiencies in your advice generation process
  • Engage with your clients using multiple delivery formats
  • Seamlessly integrate compliance checks into your advice delivery
  • Manage every aspect of your advice practice from a single platform

 

REGISTER HERE

Key Features

Explore how Platformplus can benefit your advice business whether you’re a licensed or self-licensed adviser using the tabs below.

ADVISERS Self-Licensed Advisers
  • Seamless, efficient advice development Our advice generation engine reduces duplication and saves time and money
  • Embedded compliance The system drives compliance and helps you stay ahead of regulations
  • Deliver advice your clients’ way Digital, in person, or both
  • Automated, powerful workflows Activate your business processes with workflows to deliver maximum efficiency & quality service delivery
  • Client engagement tools Client portal, digital signing & digital Fact Find

  • Powerful modelling tools Fully integrated for efficient advice generation
  • Simple document storage Advice documents & related information are linked for quick access and a streamlined review process
  • A single, easy-to-use, integrated system for all your needs No need to add modules, worry about configuration, or learn additional software.
  • Turn-key solutions Pre-configured solutions means there is no need for a third-party to get you started
  • A single, easy-to-use integrated system for all your needs No need to add modules as your business expands
  • Embedded compliance The system drives compliance and helps you stay ahead of regulations
  • Powerful reporting Pipeline reporting, revenue per client, revenue per advice document and advanced data mining

  • Practice visibility View the progress and status of advice and service delivery
  • Fee matching and brokerage tools Make FDS and FoFA compliance simple and fast
  • Automated, powerful workflows Activate your business processes with workflows to deliver maximum efficiency & quality service delivery
  • Adviser experience Providing you and your team with an efficient, effective and easy-to-use technology solution