Risk Companion
- https://riskcompanion.com.au
- Fact find through to Statement of Advice in one system, for Australian risk practices
Risk Toolkit
- https://risktoolkit.com.au
- Modular fact find, needs analysis and pre-assessment tools for Australian risk advisers
Tango
- https://www.tango.us/
- Create step-by-step guides faster and easier - FOR FREE
Jotform
- https://www.jotform.com/
- User-friendly online form and survey builder
AFRM Claims Advocacy
- https://www.afrmclaimsadvocacy.com.au/
- Making personal insurance claims easier for clients and advisers
iExtend
- https://iextend.com.au/
- Offers an alternative for reducing/cancelling life insurance.
Omnium Technologies
- www.omnium.com.au
- Providing life insurance sales software solutions to the fintech market
The Sail Agency
- https://www.thesailagency.com.au/
- Bespoke content for Financial Services companies
PreAssessMe
- https://preassessme.com.au/
- PreAssessMe Designed by an Adviser for Advisers
PreAssess Hero
- https://preassesshero.com/
- PreAssess Hero empowers underwriters and advisers
Worksorted
- https://www.worksorted.com/
- Australia’s leading financial advice CRM, workflow and revenue software
The Cyber Collective
- https://www.thecybercollective.com.au
- Securely protect your business and client data, fostering trust.