With their demonstrated commitment to innovation in the financial advice space, Infocus has recently updated its holistic finance practice management software Platformplus with digital signature technology.
Following a consultation with Infocus Group Financial Advisers, clients can now download and review advice online, then sign off via their mobile device.
This technology is the latest addition to the comprehensive Platformplus client management suite, which also includes account management, portfolio summaries, a unique Product Disclosure Statement library, straight-through-processing for client investments and a comprehensive client portal where clients can complete FDS and opt-in online – all cutting down on time and paperwork for busy financial advisers.
“There is a lot of talk in the industry at the moment about technology and how fast it’s moving”, said Infocus Managing Director and CEO Rod Bristow.
“Our team are constantly developing new and exciting additions to the system, so advisers who use Platformplus can be assured they are utilising the latest technology,” he said.
Platformplus was developed by advisers and our in-house I.T. team. The system has been designed specifically for financial advice businesses, offering efficient and compliant provision of advice and client engagement and management.
“One of the benefits of Platformplus is that it’s a turnkey solution for advisers. They don’t need anything else to run their business, other than their email,” Mr. Bristow said.
“It’s a one-stop-shop for advisers to manage their entire business, from CRM through client engagement, advice process management, compliance and reporting.”
For more information or a demonstration of Platformplus, contact Infocus on 1300 Infocus (1300 46 36 28).