A recent article in the Financial Standard discusses how Financial Planners’ adopting professional financial planning software such as Astute Financial Planner are achieving greater levels of client engagement, operational efficiencies and cost reduction.
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows.
Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper maps fintech to the financial planning process and highlights that increased revenue, operational efficiencies and reduced client costs as some of the advantages advisers and planners can gain if they embrace fintech solutions.
» Read the full article at Financial Standard
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