A new kid on the block takes the planning software fight to XPLAN, Coin

1 Jul 2015

New home-grown financial planning software provider Adviser Intelligence claims it can help planners become up to four times more efficient – just as ASIC begins policing compliance with the controversial opt-in provisions.

It launches the first of its three major modules next week, starting with the Future of Financial Advice (FoFA) module. This will be followed by its separate insurance and investment components, which are timed to launch two weeks and four to six weeks later, respectively.

“The game plan has always been to create efficiencies within planning practices…with the administration and all the compliance reforms coming in, the administration gap is widening, there’s a lot more that advisers have to do,” says Jacqui Henderson, director of Adviser Intelligence.

Dealer groups urged to embrace innovation in new post-FoFA environment

3 Dec 2014

“There’s still just so much arrogance and disconnect between the platform providers and the dealer groups, and the tools of what the independent financial advisers are needing,” Jacqui Henderson told a media gathering in Sydney yesterday.

“We are the Xero for the financial planning industry, a new entrant that’s taking on COIN and XPLAN, with a cloud-based software platform that’s all about simplifying advice.”