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.”
Recommended for you
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch or add new providers to achieve this.
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the client experience.
Insignia Financial has appointed the former APAC head of a global asset manager to its board.
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect on balances at retirement.