Partners

Our new Astute Wheel software now provides four options to meet the needs of any advice practice. Choose the software package that suits you now and then scale up when you are ready.

Engage – the best in client engagement
Our base product has everything to improve your client engagement and includes a secure client portal where clients provide, update and view their personal and financial information. The database populates the fact find, reverse fact finds, goals tool, scoping tool and produces letters of engagement.

Advise – enhance your advice delivery
Includes all the features of Engage, plus the ability to enhance your advice delivery using the goals tool and cashflow modelling calculators in a visual and easy-to understand way. Use our interactive tools to educate clients, set and track goals, scope advice, easily produce compliant file notes, support advice delivery and generate review documents quickly.

Manage – better practice management
Combines all the features of Engage and Advise along with tools to further streamline and automate your practice management processes with workflows, tasks and electronic compliance checklists to ensure that you deliver better advice to more clients efficiently.
under development

Improve - serious business improvement
The full suite product adds business improvement tools and a success road map to increase the profitability and value of your business. Get your practice ready for growth, succession or sale. See our website for a full list of features.

Xplan integration is under development
Xplan integration is now available in Beta for IFA’s with direct Xplan licenses and progressively for dealer group licenses.

MLC and Expand are brands of the Insignia Financial Group. As a long-trusted and recognised brand, MLC is a leading partner for advisers, offering a breadth of solutions and investments expertise, managed accounts capabilities, advice enablement support including technical services, and contemporary technology platforms.

Expand’s platform is designed to make it easy to support your clients and do the things that matter most. Launched in 2019, Expand has built a strong reputation for delivering an intuitive, feature-rich, and responsive digital experience that adapts to meet changing adviser and client needs. Expand’s functionality has been designed with extensive input from advisers to improve the day-to-day experience and assist the business efficiency of advisers, enabling them to spend more time with clients.

Building on a track record of regular and ongoing enhancements, the Expand platform’s functionality and offerings will continually be improved to benefit advisers and their clients to achieve financial wellbeing.

PPS Mutual is unlike any other insurance provider in Australia. We operate entirely on a mutual model and our award winning insurance products have been specifically designed to meet the needs of Australia’s professionals. As a mutual we don’t have shareholders, instead we’re owned by the lives we insure (or Members as we like to call them). This means PPS Mutual Members share in the ownership of the company and the profits of the insurance that they buy. We believe that professionals should receive professional advice, therefore our products are only available via Financial Advisers.

As one of Australia’s largest profit-for-members super funds, we always remember whose money it is and whose future we’re looking after. Our 1.1m+ members. They’re the people whose opinions matter to us and who inspire what we do and how we do it, every day.

Are you looking to introduce unprecedented efficiency in your practice? DASH services the entire spectrum of advice delivery, allowing you to streamline your practice in ways you haven’t been able to before. DASH is your financial planning software AND your investment platform.

Automate your processes and execution. From customised websites, to CRMs, goals-based modelling and SOA generation, executed straight into the DASH investment platform.
We offer an array of in-house apps and collaborate with third-party vendors to bring you the best solutions.

The delivery of financial advice plays a pivotal role in ensuring the scalability and accessibility of this crucial service for all Australians. DASH leverages innovative technology to address this challenge comprehensively, offering a complete start to finish, integrated solution.

Founded with the mission to make financial advice accessible and affordable for everyone, Padua Solution is at the forefront of the fintech revolution in Australia. Under the leadership of the brother-sister duo, Matthew and Anne-Marie Esler, Padua’s vision is to be the global leader in data-driven, tech-enabled & value-creating financial advice generation. Padua’s strategic priorities are:

Leading the automation and optimisation of financial advice.
Supporting high-quality, timely and cost-effective financial advice generation.
Creating a virtuous innovation loop between our advice experts and adviser clients who use our software.
Providing real-advice data to our clients and the industry; and
Supporting diversity in financial services

Support and freedom to thrive, your way.

Lifespan is one of Australia’s largest privately owned adviser communities. Not only are we privately owned, but we are a family run business with 36 staff dedicated to supporting over 260 advisers.

This year, we are proud to be celebrating 30 years of supporting advisers!

We are here to help you. We understand your advice business and how to support you to get the most out of it. Delivering tailored business support, education, and a robust and reasonable compliance approach, that helps you put your client’s needs first.

We believe in making every aspect of running your advice business:
• Simpler – by sharing the burden of ongoing regulatory change with efficient and reasonable processes.
• More flexible –tailor your service levels to your business needs.
• More certain – with the reassurance of knowing we’re here for the long term.

We are proud to have been awarded the ifa Excellence Awards Dealer Group of the Year for the third year running in 2023, following our success in 2022 and 2021.

Agile Market 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.

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.

Get in touch with us today for a 30-minute free consultation.

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Our 2024

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Research partner

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