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Sydney / London – GBST, a leading global provider of cloud-based SaaS wealth management technology, has announced the acquisition of Advice Intelligence, an award-winning cloud-based end-to-end financial planning software solution. Advice Intelligence brings an independent CRM solution, client engagement, goals-based advice, mobile, workflows and apps together in a single digital platform enhancing the financial adviser and client experience in real time.

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Jacqui Henderson, founder and chief executive of Advice Intelligence.

She explains the goals of the Australian Digital Advice Association (ADAA), which includes Advice Intelligence, moneyGPS, abrdn, and Ignition Advice, as well as the process behind forming the association.

Four digital advice providers have joined forces to help push through certain QAR recommendations and inform Minister Jones’ office in a more formal capacity.

Fund manager abrdn and three fintech firms, Ignition Advice, Money GPS, and Advice Intelligence, are currently finalising the formalities to establish the Australian Digital Advice Association (ADAA), aimed at advocating for change in financial advice regulation and improving the delivery of digital advice solutions.

Software provider Advice Intelligence (a.i.) has further enhanced their ground-breaking digital advice platform, WealthMap, with the release of their SMSF modelling and investment data feed functionality. These additional features propel a.i. steps closer to providing an industry-leading comprehensive digital financial plan that can track to a client's goal achievability.

With mounting scrutiny on antiquated client documentation distribution methods, advice fintech Advice Intelligence has further expanded the capabilities of its WealthMap service.

The software provider has added SMSF modelling and investment data feed functionality to its service.

Software provider Advice Intelligence (a.i.) has further enhanced their ground-breaking digital advice platform, WealthMap, with the release of their SMSF modelling and investment data feed functionality. These additional features propel a.i. steps closer to providing an industry-leading comprehensive digital financial plan that can track to a client’s goal achievability.