Count Financial continues strong investment in advice technology

Count Financial has continued its strong focus on delivering advice technology solutions with the appointment of Henry Cai as its new Licensee Systems Training and Support Manager.

Count Financial believes that technology-driven initiatives are key to streamlining the advice process, creating efficiencies for advisers and a faster, simpler experience for clients as a result.

Over the past year, Count Financial has delivered a number of digital tools that integrate with its version of Xplan to reduce the time it takes to execute various steps of the advice process. As a result, Count Financial’s Member network is delivering more advice than ever before. Some of the notable improvements include:

  • A 38% uplift in advice documents issued in 2020 compared to 2019.
  • Elimination of double data entry in the client discovery phase, resulting in up to 50% efficiency gains in the fact-finding process.


Earlier this month, Count Financial began delivering a series of national workshops, training its adviser network on a range of new and enhanced advice templates.

Andrew Kennedy, Chief Advice Officer at Count Financial, said that the business is committed to investing heavily in technology solutions given the demonstrable productivity gains that firms are experiencing.

“We’re always looking at new ways we can improve the advice delivery process and our priority at the moment is to upgrade our advice templates. So far, we have seen a 30% reduction in pages and a 40% reduction in the overall word count within our Statements of Advice. This saves time for our advisers and makes advice documents shorter and easier to understand for our clients.”

Mr Cai said he was excited to join Count Financial and be part of a business that has one eye on the future.

“Count Financial has a reputation for being a forward-thinking business and they know that technology will play an important role for advice firms in the future. I’m very pleased to be on board so I can bring our new solutions to life and help advisers all over Australia.”

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