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Omnium Technologies
- www.omnium.com.au
- Providing life insurance sales software solutions to the fintech market
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PreAssessMe
- https://preassessme.com.au/
- PreAssessMe Designed by an Adviser for Advisers
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PreAssess Hero
- https://preassesshero.com/
- PreAssess Hero empowers underwriters and advisers
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Worksorted
- https://www.worksorted.com/
- Australia’s leading financial advice CRM, workflow and revenue software
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Prosperous Pixels
- https://www.prosperouspixels.com.au/
- We aid advisers in streamlined client communication, saving advice time
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HubSpot
- https://www.hubspot.com/
- A CRM platform with all the software, integrations, and resources
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Pipedrive
- https://www.pipedrive.com/
- Is designed to help small businesses grow - CRM by and for salespeople
The Legal Hub
- thelegalhub.com.au
- Connects and coordinates professional advisers with leading law firms
iFactFind
- https://ifactfind.com.au/
- Client data collection and management.
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Astute Wheel
- https://www.astutewheel.com.au/
- Astute Wheel provides a secure client portal making it easy for clients to view their current financial, goals and values information and update this prior to your meeting.
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LifeBid
- www.lifebid.com.au
- Fixing life insurance advice.
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LifeRisk Online
- https://www.liferiskonline.com.au/
- Making it easier to provide quality risk advice