Software provider Decimal has announced it has been appointed as the technology partner of non-aligned dealer group WealthSure.
In an announcement released by Decimal yesterday, the software company said the partnership sets the “framework” for it to provide “real-time technology for client engagement, advice, sales, service and compliance”.
Decimal executive chairman Michael Sertorio said the company’s appointment by WealthSure is an “important milestone” for Decimal, at the outset of its entry into the “[independent financial advice] market”.
“The partnership marks the first strategic win within the non-aligned financial planning segment for Decimal since commencing go to market activities in mid-2014,” a statement from Decimal said.
“WealthSure, one of the wealth management industry’s largest non-aligned groups, has been undergoing significant transformation over the last 12 months, and is now focused on growth,” it said.
WealthSure chief executive David Newman said new capability is required to meet the changing needs of customers, as well as reduce costs and manage risk.
“The technology transformation delivered by Decimal’s platform will address these needs, and become a critical enabler for the organisation’s next phase of growth,” Mr Newman said.
“Decimal’s technology capabilities will help us grow, as both individual practices and a group, whilst also delivering unprecedented fulfilment efficiency and compliance management,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 19 Dec 2018Advice bodies reach code monitoring agreementBy Adrian Flores
- 18 Dec 2018Court lays charges against former Sydney adviserBy Adrian Flores
- 19 Dec 2018Fiducian buys Vic financial planning businessBy Sarah Simpkins
- 18 Dec 2018ASIC permanently bans Victorian adviserBy Adrian Flores
- 18 Dec 2018Melbourne-based dealer group loses AFSLBy James Mitchell
- 18 Dec 2018AFA appoints new chair of women advocacy bodyBy Sarah Simpkins
- view all