Access the OOTB SaaS solution as is, or as the base of an agreed level of configuration of moneyGPS’s white-label offering.
DELIVERY: Within one month of a completed discovery process
Establish working groups that include your team, integration, implementation, legal & compliance, moneyGPS and industry experts.
Review standard white-label offering and determine any agreed customisation options.
Confirm OTTB solution + limited customisation options.
These include:
Optional: Incorporate a Financial Wellness program with a full video suite of 40+ educational modules.
Receive a tailored proposition that details:
The Bespoke SaaS Solution is designed for organisations that require a fully tailored proposition.
DELIVERY: Usually within 3-6 months of completing the Scoping and Design Solution (SDS) Program.
Assessment of customisation for digital advice suite and support services, including advice rules.
Assessment of the main operational services including licensing and compliance.
Assessment of the technical and functional components and client engagement options.
The discovery phase includes initial discussions to understand your specific business needs around digital advice. We also connect your team with our Legal & Compliance partners.
You complete the scoping brief including a tenant mapping exercise to identify key business and digital requirements.
A scoping and design workshop, held over 1-3 days, formulates the solution framework by reviewing each item outlined in the tenant directory and covering areas managed by moneyGPS.
Receive the Platform Solution proposal document which provides the details for completing and implementing your new digital advice capability.
Includes:
Fiduciary is a Melbourne-based fintech and owner of moneyGPS, accountantsGPS and employeesGPS — SaaS products that provide affordable, compliant digital advice to Australians through institutions, financial advice firms, and accountants.
Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of digital engineers, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.
Reg Office
Level 6, 607 Bourke Street
Melbourne VIC 3000
Australia
Fiduciary Financial Services Pty Ltd trading as accountantsGPS and moneyGPS
AFSL: 247344 | ABN: 76 003 624 888
© 2024 Fiduciary Financial Services | All Rights Reserved
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