Ignition Wealth, through our advice solutions offering, provides financial planning practices and their Licensees, with an end to end digital and full financial advice technology solution. Ignition Wealth’s Digital Consultants conduct a practice fact find to assess the “robo readiness” of a practice and how efficiently you currently use technology platforms.
Financial planning practices, gain significant practice management efficiencies from this robust process. We can assist with traditional financial advice processes, digital hybrid and self-executed digital advice solutions.
Our range of services covers traditional XPLAN technical and development support starting with data cleansing and includes help desk support, data feeds, CommPay set up and management. We work with your Compliance Managers to develop SoA templates, review templates, workflow threads, customised wizards and notes, letter and email templates.
We can fully host your XPLAN, perform site management, data integrity, data migration and ongoing training of your users and administrative team.
Everything we do starts and finishes with compliance. We give our clients confidence in their ability to fulfil their ongoing Best Interest Duty (BID) obligations to their clients.
(Read the press release here.)
To discover how we can grow your digital advice business today contact: 1300 087 913 / firstname.lastname@example.org