knowIT rebrands Strategy Steps’ Desk Caddie
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.”
AUTHOR
Hope William-Smith
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
