Company Support Update

Company Support Update

  15 months ago we introduced a new in-product chat functionality to better communicate product updates to our Partners. Over the past few weeks, we’ve been assessing the success of this service and have taken on board the feedback we’ve received. Though our...
Product Update: 12th July 2019

Product Update: 12th July 2019

Here’s a quick overview of recent developments to the wealth portal and updates on major product launches coming soon! Client Portal Cashflow: Duplicate transaction view Use the new “Review duplicates” view in the Cashflow area of the portal to quickly tag and...
Talk the talk: engaging SME clients

Talk the talk: engaging SME clients

If you look after small business clients, you’ll understand the importance of identifying their needs in order to deliver what they want – and expect. We’ve covered some of the most common client personas in the industry. Now, we’re taking a deep dive into the...
How to choose a good business partner

How to choose a good business partner

Whether you’re an accountant thinking of expanding your service offering or a financial planner looking to start your own firm, a partnership is one of several structures to choose from But picking the right person to go into business with can be challenging,...
Adapting to a Post-Royal Commission World

Adapting to a Post-Royal Commission World

As the dust slowly starts to settle around the Royal Commission, many are wondering where to go from here. While the recent election may have brought more clarity and a sigh of relief to many in the industry, it highlighted that even the thought of change...