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We’ve invested in a portfolio of tools to make the day-to-day management of your business operations easier than ever before.
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Technology
Our complete technology offering helps you deliver high quality compliant advice and manage front and back-office functions effectively. Our award-winning* Adviser Technology Services team is available to assist advisers over the phone, with on-the-ground support through local technology consultants.
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People
Finding and retaining the right people can be tough. So we've designed practical online tools to help you recruit, develop and manage high calibre people. Plus you can access our wide network of advisers for recruitment and receive cash flow assistance when appointing a new adviser.
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Marketing
We help you develop a marketing plan, execute strategies and evaluate performance to generate your desired revenue. There's also online tools and templates such as client newsletters to help you retain existing clients and attract new ones.
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Revenue collection and reporting
Our specialist team facilitates ontime revenue collection and reporting, every time. Our electronic commission statements and automated Fee4Advice system streamlines your invoicing and administration.
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* In 2007, we won the Customer Service Institute of Australia’s Victorian Service Excellence award for a division of a large business and the Victorian Customer Service Manager of the Year. In 2006, we were highly commended by the CSIA. |
