Advice Intelligence and Milliman recognised for planning software innovation
Jointly recognised for innovation, Advice Intelligence and Milliman shared the Planning Software Innovation Award – for Advice Intelligence’s goals-based planning application powered by Milliman’s platform. “Their collaboration on a goals-based advice platform is seen as a progressive implementation” added Blomfield.
“Advisers have more options than ever catering to a diverse range of planning practice business models, helping improve every aspect of the advice process from client onboarding to ongoing engagement,” added Blomfield.
“These new third generation Australian planning applications reflect the shift to a goals-based advice process in tandem with the need to deliver enhanced process efficiency and compliance automation. The release of these comprehensive advice solutions present advisers with alternatives to the traditional propositions,” commented Michael Blomfield, CEO.
Source: Investment Trends