ADVICE TECHNOLOGY
Are you ready to streamline your advice delivery and meet the latest Quality of Advice Review (QAR) changes?
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Rick Di Cristoforo 9 September 2024 |
"We know that running an advice business poses a unique set of challenges. That’s why, at Morningstar, we’ve worked with advisers around Australia to understand your needs – and those of your clients – to design and deliver simple, efficient, and regulatory-compliant advice solutions, ensuring you’re ready for the upcoming QAR changes and beyond."
Here's How We Can Help
Simplification of Advice Delivery
- Reduce Costs: QAR’s core purpose is to simplify and reduce the cost of providing advice. Morningstar AdviserLogic’s streamlined processes mean less time spent on administrative tasks, ultimately lowering the costs associated with providing advice.
- Ease of Access: Our modern advice tools make it easier than ever to provide quality, regulatory-compliant advice to clients; addressing the new principles-based advice documents, enhanced record-keeping requirements, and simplified fee consent arrangements.
- Visual Advice: Discover our new client friendly engagement tools to quickly generate projections that help your clients better understand the benefits of your recommendations.
- Unlock Advice Delivery Efficiency: Tailored, pre-designed, soon to come QAR advice templates – designed to enhance your practice efficiency and allow you to focus on what truly matters: your clients.
- Out-of-the-Box, Easy-to-Use AdviceTech Solution: Get up and running without the need for consultants or significant down-time.
- Outstanding Service: Our onboarding, templates and service teams are dedicated to helping you maximise the software’s benefits as quickly as possible, providing ongoing assistance and best practice aligned to your business needs.
Streamlining Advice Delivery for 2,500 + Australian Advice Professionals
Trusted by over 2,500 Australian advice professionals, Morningstar AdviserLogic is designed to simplify the complexities of running a financial planning practice.
Featuring a powerful, modern CRM and robust advice generation capabilities, Morningstar Adviserlogic manages all aspects of the advice process end-to-end.
We’re Here to Support You
Morningstar AdviserLogic is here to provide you with the tools and templates you need to streamline your advice delivery, boost practice efficiency, and keep you in line with the latest QAR regulatory changes.
Get in touch today to discover how Morningstar AdviserLogic can transform your practice and enhance your QAR readiness.
Rick Di Cristoforo is Director of Wealth Products at Morningstar Australasia Pty Ltd.
Need QAR Guidance? We're Here to Help.
Contact us today to learn how Morningstar AdviserLogic can transform your practice and boost your QAR readiness.
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