Research shows that the average adviser in Australia has somewhere between 6-9 different systems to manage their key functions and workflows. There has been significant investment by platforms to provide advisers with interoperability, with open architecture and artificial intelligence amplifying the evolution.

When advisers are more efficient it leads to more engaging interactions with their clients. Can advisers expect not just efficiency gains, but also fee, investment and service benefits as platforms evolve?
Professional standards CPD: 0.34 General; 0.33 Client care and practice
ASIC RG146 CPD: 0.34 Specialist knowledge - Financial planning; 0.33 Specialist knowledge - Financial planning