KnowIT announces changes to adviser tool

Financial services technology firm KnowIT has announced it rebranded one of the tools in Strategy Steps, the financial information platform it acquired in October 2016.

ifa reported last year that the founders of Strategy Steps had sold the platform to KnowIT Group. 

Yesterday, KnowIT announced it has rebranded Strategy Steps’ Desk Caddie. The compliance information tool will now be known as wealthdigital, and has a “refreshed” website to better suit advisers.

“The new features will help improve practice efficiency and help achieve compliance with regulatory requirements,” said Wayne Wilson, KnowIT Group chief executive.


“Wealthdigital will still be powered by Desk Caddie, and Desk Caddie’s content will remain as up-to-date and dependable as ever, including delivering ongoing analysis of legislative changes and their impacts on financial planning strategies in a timely and accurate way.

“Over time, users will notice that Desk Caddie becomes progressively superior as we implement the improvements that advisers have said they need in order to run efficient and profitable practices.”

As part of the changes, the Desk Caddie content has been reorganised and re-labelled in a few places, the statement said. For example, ‘Latest News’ has become ‘Updates’ and there is a new tab called ‘Newsletters’.

“Over time, these changes will become more intuitive as we broaden and deepen the content and introduce a new taxonomy and labelling system,” Mr Wilson said.

“All of these changes are aimed at helping advisers achieve a more profitable practice with better business outcomes.”

The name-change and the improved functionality is part of KnowIT’s ongoing strategy of redeveloping the relevance and reach of Desk Caddie to better meet adviser demands, following the acquisition of Strategy Steps. The new system will be available to users from this week.

KnowIT announces changes to adviser tool
knowIT announces changes to adviser tool
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