Partners

Platinum partners

AstuteWheel software was developed to provide financial advisers with a simple to use set of tools for their client engagement process:

Improve Business Efficiency: by gathering key information from prospects and existing clients prior to meetings and providing a structured client engagement process that seamlessly flows information through a series of tools with no need to re-input data.
Improve Compliance: by taking clients through our Goals Based Advice and Scoping of Advice tool and quickly and easily producing Letters of Engagement and Ongoing Service Agreements as well as comprehensive file notes for a thorough audit trail.
Educate Clients: by collaborating with the client to both understand their needs and explain the benefits of the financial planning process and to simplify the often complex strategies choices available to them.
Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
Increase Client Retention & Sales: by showing real value and to easily justify fee-for-advice.
Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.

Padua provides financial advice software & tech-enabled services to financial advice firms. Padua was established in late 2013 by siblings, co-founders and co-CEOs, Matthew Esler and Anne-Marie Esler. Padua’s paraplanning services are used by the leading financial services licensees, and Padua’s transition management services are referred by the leading platforms, investment managers and business consultants. Padua have developed a sophisticated data engine and visual dashboards to deliver Padua’s highly sought-after advice data in real-time. Padua is focussed on solving the major challenge facing financial advisers – the ability to generate high-quality and trusted advice in a timely & cost-effective manner.

Gold partners

Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country.

It was founded in 2010, with a desire to see the relationships between advisers and clients develop and flourish. Our mission is to help advisers break free from the pure “investment manager” mould and step deeper into the role they were designed to do – helping their clients live their best lives.

By providing advisers with a world class, technology enabled, individually managed accounts (IMA) service, we are freeing up business hours, streamlining the advice process and allowing both advisers and clients to focus on their financial values and goals.

The Future Of Advice Is Now - Scientiam's mission is to make financial advice accessible for all Australians. The problem is that many Australians cannot access advice, and advice firms are carrying unprofitable clients and struggling to deal with them and the need to remain relevant in a digital world.

• Scientiam empowers advisers to distribute their knowledge to more people and grow the advice business of the future.
• Scientiam enables advisers to grow their business, become more profitable and engage with the next generation.
• Scientiam enables Monetization of the unloved clients that still need you, but you can't afford to service.
• Scientiam also builds relationships with other groups and can help you monetise your content and knowledge.
• Using Scientiam advisers can be part of the future of advice.
• They can white label and develop their own unique experience for their clients.
• And - Be part of Scientiam to receive qualified referrals from other groups.

Scientiam also provides a service for Employer Groups, Banks, Super Funds and Accountants to engage their clients and help them understand finance and wealth, as well as link them to qualified advisers as required.

Affiliate advice partner

Research partner

Momentum Intelligence’s deep understanding of business audiences coupled with our robust qualitative research methodologies to produce dynamic market intelligence from the source.
Our people have unparalleled expertise in respondent engagement, research methodologies, data analytics and a critical understanding of the key commercial attributes of businesses that can deliver growth and success.

We have specialists from a variety of backgrounds to help you engage, digest and action the insights we provide. They include market research experts, data scientists and chartered accountants.

We conduct a range of research, including but not limited to quantitative brand, competitive and industry issues analysis for a range of clients such as intermediaries, technology providers, legal firms, accounting firms, and government bodies.

Coupling our rich market research expertise with access to your current, potential and prospective customers and partners, we can help you reach your business goals.

Broker Pulse, a monthly survey of brokers analysing lender turnarounds driven by Momentum Intelligence, has been quoted in the House of Representatives standing committee, AFR and Channel 7 News for the strides the insights are making throughout the industry, forcing lenders to make changes to better support the broking industry.

The annual Consumer Access to Mortgages report, explores the attitudes, perceptions and priorities of Australian consumers when borrowing. The 2019 report was covered by AFR, the Australian and other news outlets.

Our 2023

Partners

Platinum partners

Gold partners

Affiliate advice partner

Research partner

Become a partner

Become a partner: