Stage two of AdviserNETgain released
Wayne Wilson
Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to generate statements of advice for their clients online.
The financial services organisation believes the enhancements to AdviserNETgain will further promote efficiency in the way financial planners run their practices.
“AdviserNETgain, delivered to advisers as promised on time and to scope, is a total business solution. For example, being able to record the initial client contact through to generating compliant and personalised SOA documents by only having to input client’s data once into a single system, will increase efficiency and accuracy and ultimately reduce costs,” Asgard head of distribution Wayne Wilson said.
“This is what AdviserNETgain is all about — helping advisers gain efficiency, gain productivity and gain more time to spend with their clients,” he added.
The automated tool was launched in November last year in response to feedback from advisers regarding their requirements to run a proficient and profitable financial planning practice.
It offers a single data entry point enabling advisers to generate further information relating to a range of outcomes for their clients.
Over 175 financial planners are currently using the system with an additional 70 planning practices waiting for the application to be implemented.
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.
