Goals-based advice tool integrates with major fintech
A new, goals-based advice tool has announced its integration with a well-known fintech platform to help advisers streamline engagement with accumulator clients.
“Essentially, our programs now talk to each other and we can very easily and simply outline the impact a client’s expenditure patterns have had on their individual debt reduction and wealth creation plan,” Mr Frost said.
Head of product at FinCoach Christian Payne added, “This new integration is going to allow advisers to scale. Previously, the adviser would have to ring the client to chase information in what was a very manual process. Now advisers using FinCoach in the accumulation market will have the ability to service 30, 40, 50+ accumulator clients using the automation that MoneySoft provides.
“This is going to make it a lot easier for advisers to drive better conversations with clients around their goals and help clients achieve a greater level of financial literacy."