SalesPreso for Wealth is previewing at the Financial Planning of Australia (FPA) 2018 Professionals Congress, Sydney 21st-23rd of November.
The FPA Professionals Congress is the leading event for financial planners featuring global thought leaders and expert Australian financial planning professionals.
We were invited to present the FinTech version of our market-leading technology platform, ‘SalesPreso for Wealth’, to the professional financial planning community.
What should you expect? Nothing short of an industry game-changer. SalesPreso for Wealth has been designed and built to deliver the new and fully digital statement of advice; an accurate, on-demand SoA that is data-driven, interactive and automated.
Why now? Practice efficiency and client experience have never been more critical to business success; both are key benefits of our platform. But it is regulation in the financial sector that is driving change. The industry recognises there needs to be a fundamental change in not only what practices do, but how they do it. Risk and compliance functions are central to driving this change, and SalesPreso for Wealth re-invents the failing document at the heart of advice, delivering compliant Statements of Advice in seconds.
How is this possible? SalesPreso for Wealth integrates with IRESS XPLAN to seamlessly deliver this digital-first, data-driven, interactive SoA.
The SalesPreso + XPLAN solution has developed from the need to address three common demands from advisory businesses for higher efficiency, compliance and truly engaging client experiences.
If you’re attending the FPA 2018 Professionals Congress, visit us at the FinTech Hub for a demo and a chat.
To find out more and register for early access to the beta launch go to salespreso.com/wealth.