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Jacqui Henderson is excited by the role fintech is playing in shaping the future of advice in Australia. She talks to Jayson Forrest about what this future might look like.

“Technology is the only enabler that will help the financial services industry to become sustainable in a world where compliance and administration is causing a lot of pain and cost to licensees and advice practices, particularly at a time when the need for advice has never been greater.”

IMAP - Institute of Managed Account Professionals

Advice Intelligence (a.i.) has launched Version 1.0 of it’s software platform to financial advisers across Australia. This launch marks the start of a ‘new world’ financial planning movement that will be crucial for the future success of the advice industry.

a.i.’s “WealthMap” feature provides advisers and their clients with a shared space to co-create advice in an interactive way. This will free advisers to test future scenarios and simulate combinations of advice strategies.

Australian Fintech, Money Management & Financial Standard

The type of technology that will support this industry going forward needs to be designed in alignment with the way consumers interact, whilst maintaining compliance standards. 

Money Management

The most recent Professional Planner Licensee Summit highlighted that risk profiles are being tainted by both outdated measuring tools and methods of delivery that allow for undue adviser influence.

Professional Planner

There’s never been a more important time than right now for professionals in the advice and wealth management industry to look over the horizon and think about what the future holds.

Professional Planner

Jointly recognised for innovation, Advice Intelligence and Milliman shared the Planning Software Innovation Award