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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.

Speaking at the Association of Financial Advisers (AFA) conference, Jacqui Henderson, founder and chief executive of Advice Intelligence, said: “There’s a massive gap between how consumers interact and how they receive financial advice. Consumers interact via their smartphones whereas they receive advice via paper documents.

By Laura Dew

Money Management