MONEY CHECK-UP DEMONSTRATION VIDEO

HOW TO GENERATE A MONEY CHECK-UP REPORT IN LESS THAN 15 MINUTES

You’ll discover the key features of the report and how they can be used to help your clients achieve their financial goals.

Fiduciary is an Australian Fintech and owner of accountantsGPS and moneyGPS—SaaS products that provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.

Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.

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