The moneyGPS digital advice platform, provides an end-to-end digital advice solution, which caters for all industry participants as part a wholesale program.
The program also caters for any industry participant to offer the service - under their own banner - but without the regulatory and compliance responsibilities, and with all advice services fully tailored to cater for their respective stakeholder base.
Our digital advice capability provides for a range of common features applicable to: Superfunds, AFSL’s, Investment Platforms, and Financial Institutions.
Working Australians now have the opportunity to access affordable personal scaled financial advice, for less than $300 per topic, anytime of day or night – without the need to engage a financial adviser.
There is a problem with Financial Advice in Australia. The majority of Australians cannot afford to pay for financial advice.
*Investment Trends 2021 Financial Advice Report
Our 2020 focus Group, told us exactly what they wanted to achieve financially ….and supported the use of digital advice to help them achieve their financial objectives.
For these groups it was all about delivering a - Simple - Convenient Solution - at a Low cost.
"I‘ve never been a financial adviser, don’t know if I’d be ready to spend thousands …but one topic at a time for $300, I could dip my toe in!"
Whilst this is the price-point for a typical retail client via moneyGPS ….. our Business Partners could provide their members, internal advised or non-advised clients, access to our full suit of digital advice documents and educational program for less than $1.001 per member/client per annum!
1. The final price will depend on the number of members/clients for each respective organisation.
Some Key Features of our Digital Advice Capabilities:
moneyGPS is the solution. You can be involved! Help Australians harness the power of their finances so they can build a life they love.
Our technology design for scaled digital advice is complete and can be fully configured under a SaaS arrangement.
Our client engagement process, integration of advice rules into our stochastic based Strategic Advice Technology (SAT) engine, and ultimate creation of a single topic SoA - meet all compliance requirements to provide personal scaled advice.
Our service can complement and support an existing comprehensive advice model.