Financial Advice Online
Financial Planning Software
Popular
Description
Advice Online is designed to meet the requirements of the QAR recommendations in that affordable advice should be available for all.
This product is a collaboration between the client and the adviser with the end result being the delivery of an interactive Advice Record, together with three additional interactive reports generated by the software.
An additional 10 PDF style reports can also be generated.
Video
Q and A
What sets your products or services apart from competitors in terms of value and unique features (and any specifics in relation to the provision of Risk Advice)
– The speed with which a simple Advice Record can be generated to provide low-cost advice to the average Australian.
Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?
– The clients can generate Self-Evaluation Insurance Needs based on the cash flows of the first three years of the plan. The risks assessed were death &TPD, Trauma, and Income Protection.
Contact information
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