Sealcorp rolls out adviserNET, Mk III
Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service.
The number of financial advisers using the online service has surged by 63 per cent in the past 12 months, due to the strategy of making the online financial planning service free to advisers a year ago, according to Sealcorp director of marketing Kate Mulligan.
Sealcorp says the third generation online planning package has been designed to allow financial advisers to spend more time with their clients. New features include account enquiry screens which allow users to view account details, portfolio valuation, asset allocation, transaction details and capital gains screens online via their Internet web browser.
“The ease of navigation has been enhanced. Before it wasn’t easy to use at the front end, but now all views are within three clicks of each other. Also, advisers now click onto the web address and use the service for free, and no longer need to install any software on their desktops,” Mulligan says.
She says the online service benefits both the technologically advanced and those advisers not as technologically proficient. The former tend to use the service in conjunction with the Asgard master trust facility.
Advisers of the second group who are not as comfortable or advanced in using the online service in this way tend to use it more as a research tool. This could involve finding out the exact value of a portfolio at any given moment, or by hypothetically rejigging the weightings of a client’s portfolio.
Mulligan says the main benefit of the service for Sealcorp is the fact that advisers are brought into contact with the Asgard master trust platform, which sits beneath the adviserNET service.
Recommended for you
The top five licensees are demonstrating a “strong recovery” from losses in the first half of the year, and the gap is narrowing between their respective adviser numbers.
With many advisers preparing to retire or sell up, business advisory firm Business Health believes advisers need to take a proactive approach to informing their clients of succession plans.
Retirement commentators have flagged that almost a third of Australians over 50 are unprepared for the longevity of retirement and are falling behind APAC peers in their preparations and advice engagement.
As private markets continue to garner investor interest, Netwealth’s series of private market reports have revealed how much advisers and wealth managers are allocating, as well as a growing attraction to evergreen funds.
