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
With the final tally for FY25 now confirmed, how many advisers left during the financial year and how does it compare to the previous year?
HUB24 has appointed Matt Willis from Vanguard as an executive general manager of platform growth to strengthen the platform’s relationships with industry stakeholders.
Investment manager Drummond Capital Partners has announced a raft of adviser-focused updates, including a practice growth division, relaunched manager research capabilities, and a passive model portfolio suite.
When it comes to M&A activity, the share of financial buyers such as private equity firms in Australia fell from 67 per cent to 12 per cent in the last financial year.
