Published on July 12, 2017 2:07 am, by Pete Lalor
Sydney, Australia, July 12, 2017: PractiFI, the business management platform for financial services, today announced a partnership with MoneyBrilliant, a technology application improving the financial lives of clients, which will provide advisers with a continuous financial planning proposition.
As part of this partnership, the providers are developing an integration that will allow advisers to see their clients’ overall positions in PractiFI and receive real time alerts when there are changes to a client’s situation.
This will not only unify the client record for the adviser, improving efficiency and the quality of service, but it will also vastly improve the fact finding process at the beginning of an advice relationship. As the client relationship continues, advisers will have awareness of any changes rather than having to wait for regular reviews with the client.
As a result, advisers will have greater opportunity for engagement, and clients will benefit from continuous contact with their adviser to ensure they are always on the right path.
“Partnering with MoneyBrilliant delivers on our commitment to helping our customers connect with theirs, more efficiently and effectively,” said Glenn Elliott, CEO, PractiFI.
The integration between PractiFI and MoneyBrilliant will also ensure that alerts and interactions are captured on the client record, providing an audit trail of client events.
“With MoneyBrilliant’s powerful features like Save and Invest, and the ever increasing list of provider feeds, clients and advisers will benefit from a continuous financial planning relationship” says Peter Lalor, CEO, MoneyBrilliant.
PractiFI is the business management platform for financial advice, superannuation and insurance. We put the client at the heart, allowing you to run your business on the cloud, automate your processes, integrate your point solutions and engage more meaningfully with your customers.
See more at: http://www.practifi.com/
MoneyBrilliant helps people make better decisions about their money so they can live better lives. We use technology to make it simpler and more convenient so they have more money to do the things they want to do and more time to enjoy living. The MoneyBrilliant service is available as a browser, iPhone and Android app.
See more at: http://www.moneybrilliant.com.au/
Peter is the CEO of MoneyBrilliant. He has over 20 years experience in banking, insurance and accounting. Peter has three sons, ranging in age from 16 to 3, is a sport and fitness fanatic and a volunteer firefighter. He is passionate about improving people's lives through making financial services more accessible.