Infocus Wealth Management Limited (Infocus), one of Australia’s leading privately-owned wealth managers, has had its proprietary software, Platformplus, acknowledged by taking out the Investment Trends Innovation Award for 2015.
Having been built by Financial Advisers for Financial Advisers over a 15-year period, Infocus’ Platformplus stood out from the crowd for its powerful analytics that use peer benchmarking to promote best practice. Rod Bristow, Infocus’ Managing Director and CEO, said he was thrilled that Platformplus had started to gain broader industry recognition as a credible alternative to competitors within the financial planning software market.
“Platformplus’ capability goes well beyond standard advice generation and reporting functionality. The existing 730+ users of the software praise its’ ability to introduce significant efficiencies into their businesses across advice generation; practice management; meeting regulatory obligations; client segmentation and client servicing, including the engagement and servicing of clients through Platformplus’ interactive online client portal. Given our continual and substantial investment in the software, it is fantastic to see Platformplus recognised in this way”, he said.
According to Bristow, users of Platformplus have considerable advantages, as Platformplus is an end-to-end solution that means the adviser no longer needs multiple advice-related software applications in their business. In terms of analytical capability, Platformplus serves up extensive data to help Advisers make critical decisions to ensure their advice businesses maintain pace and relevance when considered across their peers. “The complexity of providing advice and competitive tension between advice businesses is only going to increase”, says Bristow. “We’re excited to offer industry-leading Advisers an innovative, compelling software solution for operating their advice business in what is a fundamentally changing and highly contestable marketplace”, he said.
Receipt of the Investment Trends Innovation Award for 2015 follows Infocus receiving the 2015 ifa Innovation Award and recognition as a finalist in the Dealer Group of the Year Award in the same year.
For more information, including enquiries about using Platformplus, contact
Rod Bristow, Managing Director, Infocus Wealth Management, 1300 463 628.
About Infocus Wealth Management
Infocus (www.infocus.com.au) is a privately-owned national wealth management group delivering financial advice, funds management and wealth technology solutions. Infocus provides financial advice to over 55,000 clients through employed financial advisers and self-employed advisers licensed through one of the Group’s two AFSL holders. Infocus also directly manages eight sector-specific multi-manager funds through subsidiary Alpha Fund Managers, and licenses proprietary CRM and practice management software, Platformplus, to support financial advisers with growing revenue, increasing efficiency and effectively managing risk in their business.