Ignition Wealth: digital financial advice, SMSF compliance and member engagement solutions that automate compliance – managing risk, saving time and cost, expanding client reach and increasing client satisfaction
We put compliance where it belongs: first and foremost, beginning with Best Interest Duty (BID). From there, our digital advice solutions execute and document individualised BID requirements throughout the advice process with built-in checks, alerts and safeguards. As well as essential regulatory compliance, we can tailor your financial advice technology to support particular licensee requirements.
- automated in-depth fact-find, scoping and disclosure
- generating compliant SoAs
- providing online FSGs, Privacy Statements and Terms & Conditions
- populating Fee Disclosure Statements to meet Opt-in requirements
- automatic referral to face-to-face advice for special requests and complex requirements