Centrepoint Alliance has designed a new interface to help advisers provide clients with a “modern digital experience” when it comes to the distribution of financial advice.
In a statement today, Centrepoint announced its advice technology team has developed Compass Online - an online tool that will provide clients with a login to a personalised portal with information on their portfolios, assets and goals.
“It will give clients the flexibility and convenience of viewing their wealth information online via any connected device, as well as providing engaging content and up-to-date news,” Centrepoint said.
Compass Online aims to deliver a simple, uncluttered interface, and gives individual firms the ability to customise with their own branding and colour scheme. The tool also enables digital signatures and positions the platform for scaled advice tools due to be released later this financial year, the firm said.
Centrepoint head of advice services Paul Cullen said, “Advice firms are struggling to invest sufficient resources to provide their clients and staff with the modern digital experience expected today.
“Compass Online allows firms to outsource the development and maintenance to an industry leading solution and get on with the job of servicing their clients.”
Mr Cullen added, “Central to the development of this solution was our understanding that clients typically access information online, and in their own time. By providing them with an online access portal, it makes it easier for clients to communicate with their adviser at a time that suits them.”
Further, advisers will benefit from the ability to provide information to clients without security issues associated with emailing sensitive documentation, Mr Cullen said.
Centrepoint managing director John de Zwart said, “We will continue to develop innovative services and solutions to enable advisers to provide the best quality advice and service while also running efficient and profitable firms.”
RSM has announced the appointment of a new member. ...
ASIC issued a ban against the former director on Friday (21 January). ...
The Association of Independently Owned Financial Professionals’ (AIOFP) executive director has called for action from all major political parties a...