Sealcorp launches online plan generating tool
Sealcorp has added an online tool, ePlan, to its Advisernet financial planning software platform, allowing the software to automatically generate a financial plan on behalf of advisers.
The types of situations that advisers might require the use of the online tool are superannuation rollovers, end of year contributions, one-off investments and regular investment plans, according to Sealcorp.
The plan is automatically produced by the software after a number of questions are answered by advisers to establish a client’s risk profile.
Sealcorp associate director of technical services Tim Gunning says the tool is suitable for advisers who have clients who do not need the full suite of financial planning services.
“It is a logical addition to Advisernet with its focus of providing advisers with comprehensive desk top service,” Gunning says.
ePlan will incorporate Asgard’s Model Choice Portfolios and other funds available on theAsgardinvestment option list.
Four thousand advisers now use the Advisernet software platform, a figure which has grown from 1500 in April 2000.
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.
