The company which launched planner-focused AdviserLogic software has now turned its attention to the paraplanning space.
The company has launched what it is calling a para-planning and consultative platform, AdviceSimplicity (advicesimplicity.com.au), which it says is intended to help Australian financial planners efficiently produce compliant advice and related documents.
AdviceSimplicity product manager, Daniel Gara, said the platform was born out of the need for financial planners to outsource the day-to-day preparation of compliant Statement of Advice (SoA) and related documents.
“We believe that because AdviceSimplicity improves the financial planning documentation process, it helps free financial planners up to focus on what they do best,” Mr Gara said.
The company’s announcement said AdviceSimplicity could create documents based on existing templates, as well as being able to source personalised information to ensure documents are professional and fully compliant with licensee guidelines.
“AdviceSimplicity will also facilitate the construction of practice management tools, such as establishing and defining workflows, risk profiles, model portfolios and internal reporting, further freeing financial planners up to spend more time with clients,” the launch material said.
