Another win for Asgard
Geoff Lloyd
Despite being launched less than a month ago, AdviserNETgain, Asgard Wealth Solution’s practice and planning management technology, has come out on top in the hybrid category of the Investment Trends 2006 Platform Report.
The category rates the performances of online solutions for advisers and this year awarded AdviserNETgain as number one for its ability to deliver integrated financial planning and practice management technology.
In an industry first, AdviserNETgain features a single data entry point that integrates an adviser’s front-office processes with their back-office activities.
Asgard chief executive Geoff Lloyd said the system also enabled reporting not only on Asgard accounts, but also on non-Asgard accounts.
“It is the combination of the technology with platform access that gives us the industry winning formula,” he said.
Lloyd said additions to AdviserNETgain will be rolled out in April next year and will include upgrades as well as an advanced statement of advice production facility.
The award is part of an already successful year for Asgard, which was voted by advisers as the best platform provider in this year’s Assirt/Wealth Insights Service Level Survey.
The Investment Trends Platform Report, which is currently in its third year, reviewed six feature categories of wrap and master trust platforms in the Australian market.
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