Iress has launched a new client engagement solution linked to advice platform Xplan to give superannuation funds and financial advisers access to limited scope statements of advice.
‘Engage’ is a web-based application that can be accessed on all types of devices and uses integration to keep data entry to a minimum.
It operates in three modes: a client mode to allow individual clients to self-assess their needs, an adviser engagement mode to facilitate the advice process for both full service or intra-fund advice, and an integration layer for websites to allow advisers or super funds to see the data input from clients.
Iress managing director Andrew Walsh said Engage would be useful for all advisers across the industry, as it helps individuals self-assess their needs, it aids call centre advisers in the delivery of intra-fund advice, and the data can then be used by full service advisers.
Walsh said all advice channels can use the same tools and analysis is stored securely for revisit, and it can also be white-labelled for full customisation.
