Centrepoint unveils new client interface
Centrepoint Alliance has developed configured and branded client interface, Compass Online, as it looks to evolve its Compass advice technology platform.
The interface, developed by the firm's advice technology team in consultation with advisers, used technology available through XPlan.
Centrepoint head of advice services, Paul Cullen, said that the newly-launched in-house configured client interface had to take into account that clients usually accessed information online and in their own time.
"Advice firms are struggling to invest sufficient resources to provide clients and staff with a modern digital experience."
"For advisers, the new online interface allows them to provide information to their clients without all the security issues associated with emailing sensitive documentation. It eliminates the need to send paper-based reports, and it also facilitates clients being able to update their information online," he said.
AUTHOR
Hope William-Smith
Recommended for you
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.
