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.
The two big four banks have made certain roles redundant in the higher ranks in ...
ifa, in partnership with Capital Group, is pleased to announce the finalists for...
The financial services industry has been forecast to be the most likely to adop...