Technology
We offer real ‘back office systems’ to help increase your efficiency, improve your level of service to clients and ultimately help you build a better business. Our internet based solutions put you at the leading edge so you can efficiently provide value-added services to your clients.
WealthNet
Our WealthNet is an internet platform for Members, providing access
to an extensive library of reports, documents and tools. WealthNet
is updated on a daily basis, keeping you up-to-date with ongoing
developments and enhancements and provides an extensive resource
for your business.
Information on WealthNet includes:
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Research documents, product sheets and commentaries |
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Technical libraries covering: Superannuation, Self Managed Super Funds, Social Security, Tax Centre and Estate Planning |
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Practice management and business development solutions |
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Marketing solutions and practical tools |
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Online training solutions including webinars and a Professional Development presentation library |
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Investment platforms solutions |
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Product and technical updates |
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Lending and asset finance solutions |
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Stockbroking solutions |
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Outsourcing solutions |
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Compliance support and solutions |
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Ongoing advice solutions |
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Brokerage statements |
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Flow charts, checklists, templates |
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And so much more! |
Wealth
Planner
Wealth Planner is web-based financial planning software that streamlines
the advice documentation process both for initial and ongoing advice,
captures client transactional data and re-values your clients’ portfolios
daily.
Key features of Wealth Planner:
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Streamlined creation of advice documentation including: SoAs, SoAAs and RoAs |
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Daily electronic transactional data feeds |
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Daily electronic product data updated from Morningstar and IRESS for over 15,000 products |
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Consolidated client portfolio reporting |
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Financial projectors and calculators |
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Client review system |
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Client marketing profiles |
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Electronic Financial Needs Analyser |
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Track the success of your business via Funds under Management reports |
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Generate client listing reports and mail merge facilities … and much more |
Projection
and calculation software
To assist Members in calculating and projecting client strategies,
we have two available options.
Firstly, a range of planning calculators is available through Wealth Planner. These calculators include:
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Superannuation Projection |
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Account Based Pension Projection |
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Social Security Calculator |
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Super Lump Sum / Recontribution Strategy Calculator |
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Employer Payment Calculator |
These planning calculators draw from existing client data in Wealth Planner and can be automatically included in the Statement of Advice generation process.
Secondly, Members have access to software that allows for detailed projections for many client strategies, including transition to retirement, gearing, super accumulation and pension, non-super investment projections and retirement projections including Centrelink analysis.
My Net Wealth
My Net Wealth enables clients to access their consolidated portfolio
information via your website. This is a unique service available
to our Members only. Accessing My Net Wealth via your website, clients
can:
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Securely view all their investment data consolidated into a single statement |
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View their investment portfolio online 24 hours a day, 7 days a week |
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Access product information and view commentaries for their investments |
Leasing / Asset
finance software
Our unique leasing software allows you to generate up to six competitive
quotes for your clients in under sixty seconds. Fast and effective,
our software is simple to use and will enable you to select the
right structure and tailor your clients’ finance package to
meet their needs.
Lending software:
Symmetry
Our Members have access to industry leading software that provides
the latest loan information at their fingertips. Simple to use yet
immensely powerful, Symmetry provides everything required to offer
an efficient lending service to clients and provide exceptional
customer service.
Wealth
protection software: IQM
To assist Members in providing insurance solutions to clients, we
provide access to Insurance Quotation Module (IQM) as our Wealth
Protection comparison software. This software provides you with
access to detailed information on product features and premium comparisons.
IQM separates the product features of Life, TPD, Trauma, Income Protection and Business Expenses Insurance into Core Features and Ancillary Features and then rates them accordingly.
You can select any combination of products to examine and then ‘drill down’ to display the actual rating descriptions and policy extracts of the selected products and provisions. It also provides explanations in layman’s terms of the strengths, weaknesses and limitations of the features being compared.
Count
Transfer
Count Transfer is a direct debit facility to help you collect fees
from clients. With Count Transfer, there are no bills, just one
simple direct debit from your client’s nominated bank account.
Best of all, it allows your clients to budget for your fees and
avoid any nasty surprises because your fees can be agreed to be
paid in advance and fixed for 12 months.
Website design
and solutions
We developed our web-solutions to help our Members provide a higher
level of service and attract new internet savvy clients. With our
‘badged solution’, Members can effectively add an extensive
financial planning section to their (accounting) website. If you
don’t have a website, we can build one for you which can also
incorporate the Count branding. The benefits of badging your website
include:
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Your clients can subscribe to five different HTML investment newsletters that are co-branded with your firm’s logo and written as if they come from your firm |
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Your clients have access to view their consolidated investment portfolio online – 24/7 |
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We constantly update and maintain the online material. There is new and up-to-date information going on your site every day |
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There is no need to employ web writers, designers or additional staff to maintain and update information on the site. We do it all. |
CountGPS
CountGPS is an internet based system of advanced resources created
for Accounting Firms to help them grow their revenue, systemise
their procedures, and reduce Partners’/Directors’ work
load – the result being an increase in efficiency and profits!
Accountants can use it to offer new, better and faster services to their clients, leading to increased Accounting Firm profits and average hourly rates.
The exclusive processes in CountGPS allow Accounting Firm owners to effectively delegate high-value work to junior team members with the confidence that they will get it right, the first time.