What we do

High impact – visual, transparent advice

Digital Advice

Build valuable relationships with your clients by sharing in their journey and goals they achieve.  Deliver an enhanced experience by fostering a 24/7 relationship.

Provide clients with their own personal space, to track their goals, review their advice strategies and all meeting presentations conducted together.

Build high impact presentations and visual strategies that empower your clients

Practice building features.

Interactive Goals

Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.

Family Tree

Enhance the relationship you have with your clients by sharing in their journey and goals achieved archived over time.

Pipeline Reporting

Track every client throughout your advice process and ensure they remain engaged throughout their journey.

Visual Strategies

Present key strategies using high impact visual presentations, built using the my.solutions toolbox suite.

Digital Fact Find

Provide your clients with their own personal space, to track their goals, review their advice strategies and all client meeting presentations.

Advice Compliance

Ensure the quality of the advice your advice team provides to your clients is consistent, and compliant. Enhance training of new advice staff and risk mitigation strategies.

Real-Time Client Interaction

Build upon your advice experience by fostering a 24/7 relationship with every one of your clients, whilst automating your pipeline

Referral Management

Build relationships with accountants, planners, mortgage brokers and provide them with a centralised platform to manage and track each referred client.