Iress Market Technology has launched a client engagement solution that allows financial advisers and superannuation funds to quickly generate limited scope statements of advice (SOA).
Styled Engage, the solution is fully web-based and operates via three modes including adviser engagement, client and integration.
The adviser engagement mode facilitates the advice process for full service or call centre based super fund advisers to provide limited advice and refer clients onto full service advice based on needs, Iress said.
The client mode lets authorised clients such as super fund members self-assess their needs.
Iress managing director Andrew Walsh said Engage is about making advice at all levels more efficient and relevant.
“For example, the model allows transactional-type clients or super fund members to self-assess their own needs,” Iress managing director Andrew Walsh said.
“It also aids call centre advisers in the delivery of intra-fund advice. But it is also hugely beneficial to full service advisers because it allows the work done by the client or by an intra-fund adviser to be reused further down the track.
“In other words, the full service adviser is able to leverage the data and recommendations that have already been made.”
Other key features of Engage include its integration with the advice platform Xplan, as well as its ability to be white-labeled.
Walsh said that Engage can be accessed via all types of devices and is specifically designed for use on tablet devices like the iPad.
