knowIT rebrands Strategy Steps’ Desk Caddie

image
image
expand image

knowIT Group is relaunching an enhanced version of the Strategy Steps’ Desk Caddie website to deliver more focused solutions for advisers, under the new name wealthdigital.

 

knowIT Group chief executive, Wayne Wilson, said the redeveloped features on offer would assist with improved efficiency as well as more advanced services integration.

“wealthdigital provides an essential integrated business solution that’s easier for advisers to use, allowing them more time to increase the profitability of their business,” he said.

“The new features will help improve practice efficiency and help achieve compliance with regulatory requirements.”

Wilson said wealthdigital would still be powered by Desk Caddie, which would continue to deliver analysis on legislative changes.

“We implement the improvements that advisers have said they need in order to run efficient and profitable practices,” Wilson said.

“All of these changes are aimed at helping advisers achieve a more profitable practice with better business outcomes.”

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND