September news and views at Ignition Wealth

This month’s top read

Ignition Wealth Head of Sales and Marketing Richard Liverpool tells AdviserVoice readers how to get the best from popular financial planning software XPLAN.

A good read for all XPLAN users and fans, Richard shares insights and guidance from Ignition Wealth’s expert XPLAN Solutions team.

Advisers may earn 0.25 CPD hours for completing the quiz following this article.

Learn More

SMSF Solutions
This Spring the hottest new solution at Ignition Wealth is our SMSF Appropriateness Guide. You will love the affordable, workable and compliant answer to the challenge of ensuring SMSF appropriateness, at scale. To book a demo today call 1300 656 924 or email solutions@ignitionwealth.com.

Learn More

FT Adviser: Firing Line, Mark Fordree
Want to get to know the people behind the brand? London’s FT Adviser profiled CEO Mark Fordree, detailing his career, the Ignition Wealth journey and his thoughts on the global digital financial advice market.
DO try this at home!
We love to empower our clients to make the most of their software and a big part of that is sharing our knowledge. As part of a series of XPLAN Tech Tips our XPLAN experts share an easy how-to to guide you through the process of adding a company signature to your business emails in just seven steps.

Learn More

Earn CPD points with AdviserVoice and Ignition Wealth
We are delighted to partner with AdviserVoice every month to bring you an informative and – we hope – interesting industry education feature. Topics cover the essentials you need-to-know from information security to goals-based advice and SMSF compliance. We have gathered all of our articles to date into a handy CPD library on our website

Learn More

We need you! Spring 2017 XPLAN Survey
We are looking for 25 XPLAN users to take part in a short research survey. Your answers will be confidential and the survey will take less than 30 minutes to complete. Participants in our last XPLAN survey earned the chance to win Adele ticketsfor this survey we are gratefully thanking participants with a range of free tools for you to use on your XPLAN site plus time credits with our very own software rockstars, XPLAN consultants.

Learn More

Insart Wealthtech Club: Australian outlook on financial robo-advice
Interviewed for the WealthTech Insights CEO Mark Fordree discusses the differences and
similarities of wealth management in Australia, the US and the UK; Mark’s opinion on the future of robo-advisory; and ways in which different generations manage their assets. Check out Mark’s feature and be sure to follow the WealthTech Club for wisdom from wealthtech leaders from around the globe.

Learn More