Provisio releases online advice calculators
Software provider Provisio Technologies has launched a set of customisable online advice tools designed to help super funds, dealer groups and independent financial advisers alike to engage with consumers.
Provisio Online has unveiled a set of online calculators that operate on a cloud computing model, allowing organisations to customise the design and embed the tools directly on their website.
Director and chief software architect, Jye Tucker, said the solution could help consumers with three main areas: contribution strategies for superannuation, transition to retirement and retirement adequacy.
He said the online tool would be appropriate for dealer groups and independent advisers, because they could customise the call to action at the end to “contact a financial planner to learn more”.
Rather than giving the full results of the calculations, it also could send the results to a financial planner so that they could contact the consumer and increase business.
“We have structured this to be rolled out quickly. Organisations can set up and be providing enhanced online advice to their clients in one to two weeks,” he said.
Recommended for you
The central bank has released its decision on the official cash rate following its November monetary policy meeting.
ASIC has cancelled the AFSL of a Melbourne-based managed investment scheme operator over a failure to pay industry levies and meet its statutory audit and financial reporting lodgement obligations.
Melbourne advice firm Hewison Private Wealth has marked four decades of service after making its start in 1985 as a “truly independent advice business” in a largely product-led market.
HLB Mann Judd Perth has announced its acquisition of a WA business advisory firm, growing its presence in the region, along with 10 appointments across the firm’s national network.
