Powered by MOMENTUM MEDIA
investor daily logo

Asgard fine-tunes wraps

  •  
By Victoria Young
  •  
2 minute read

St George wealth arm Asgard has automated data streaming between wraps and software.

Tweaks to Asgard Wealth Solutions' platforms will improve efficiency by slashing the time financial advisers spend keying in client information.

The group's Elements, eWrap and Master Trust have been improved so advisers using VisiPlan software can automatically export customer data to their desktop.

Asgard distribution general manager Wayne Wilson said it would also eliminate errors that occur when data is transferred between platforms and front-end software.

"Asgard is always looking at how to better support planners and we recognises that financial planning software is an integral part of an adviser's business process," Wilson told InvestorDaily.

==
==

"Adopting the external platform interface format allows us, together with other platforms, to move to an open standard where one size fits all."

More than 1800 advisers use eWrap, over 5400 use Master Trust and 1650 use Elements.

Asgard plans to roll out the capability across all financial planning software providers.