Transform the way you run your practice with AdviserNETgain - an integrated business solution that’s easy to use and gives you more time to increase the profitability of your business.
Our award winning next generation
AdviserNETgain, which has been ranked number one in Investment Trends 2006 and 2007 Platform Report's 'hybrid' category, builds on our multi award-winning AdviserNET platform^ and is a direct response to feedback we received from financial advisers when we asked them what they needed what to run efficient and profitable practices.
Advisers overwhelmingly agreed that they needed:
a solution that is flexible, efficient and simple
an integrated technology platform - one business system with single data entry
a solution based on advice, not products.
How it works
Our next generation business solution combines relationship management, workflow, and portfolio planning and management tools. It’s one easy-to-use system with single data entry that integrates front office processes (for example fact find data, SoA generation and workflow tasks) with the back office (such as product transactions, modelling and administration).
Your clients are the centre of attention in our design, with everything you need in one place. Front office activities like advice and practice management are brought together with back office activities like transaction processing and administration.
Data is sourced from Asgard and external providers to present a total view of a client's investment portfolio.
Gain an edge in your business
Work smarter AdviserNETgain delivers the key components you need to run your business - advice, practice management, products and services, and client information. It has genuine platform integration with Asgard allowing you to automate your operations, reduce your costs and eliminate processing/reconciliation errors.
Save time AdviserNETgain streamlines your advice processes by creating a simpler, faster way to research, compile and present advice for clients. This means you’ll have more time to better understand client needs, prospect for new business, market your practice or update your professional knowledge.
Build better relationships AdviserNETgain captures everything about your client in the one place, including Asgard and non-Asgard investments. This consolidated view gives you a complete picture of their personal, financial and investment profile. This means you’ll spend less time entering data, correcting errors or moving between multiple systems.
Manage your business more effectively AdviserNETgain allows you to capture and report on the profitability measures of your business, including the time it takes to complete a client task. By effectively segmenting your client database you’ll have more time to spend with the clients who deliver greater value to your practice.
Everybody’s talking about it…
“One of the greatest efficiencies we’ve found with AdviserNETgain is through task management. Being able to create a task, allocate it to a team member, that team member doing their part of the job and passing it on has really increased efficiency.”
Phil Moore, Kinvale Financial Planners
“We immediately saw how we can use AdviserNETgain in our client review process. Instead of having to dig through piles of files when clients come in for their annual review, everything is in the one place, updated real-time. And we don’t have to go from program to program which saves so much time.”
Ben Fox, Taurus Financial Planners
“I didn’t go into AdviserNET before because the menu system was too complicated so instead I’d ask my staff to look up the information I was after. Now, due to its more intuitive, client focused approach, I can use AdviserNETgain to view our client’s consolidated portfolios easily. On top of that, managing client notes has never been so easy.”
Scott Disley, Grove Wealth
Want to know more?
If you’d like to find out more about how AdviserNETgain can transform your advice business, contact one of our Business Development Consultants, or call us on 1800 100 239.
^Best online service for financial advisers as judged by independent expert Investment Trends in their Competitive Analysis Reports for 2004 and 2005.
