Fortnum Financial Advisers will partner with Australian fintech firm Moneysoft to help advisers boost client engagement and provide greater insights across the advice process.
According to a statement from Moneysoft, the deal will see Moneysoft’s tool rolled out to advisers across the Fortnum network in an effort to help advisers better engage their clients in budgeting and cash flow, the statement said.
Fortnum’s practice technology manager Cassandra Mackay said, “This is a great opportunity for an adviser to partner with their clients to achieve their financial goals.
Moneysoft head of technology and commercial operations Jon Shaw said that the platform will support Fortnum by providing high quality, tailored advice while also generating productivity and efficiency improvements.
“Through our discussions and interactions with Fortnum’s team over the last 12 months, it became clear that our proposition closely aligns with the way they plan to progress their advice model,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
15 Dec 2017AIW Dealer Services enters EUBy Staff Reporter
15 Dec 2017New CEO appointed at Centrepoint AllianceBy Staff Reporter
15 Dec 2017FASEA education pathways provide certainty: O’DwyerBy Killian Plastow
14 Dec 2017AUSTRAC adds to list of CBA allegationsBy Killian Plastow
15 Dec 2017Get ‘independent financial advice’: Joe HockeyBy Aleks Vickovich
14 Dec 2017‘Forward-thinking’ advisers drive mFunds growthBy Aleks Vickovich
- view all