Count Financial became the first licensee to implement Padua Solutions’ DIY advice technology to reduce the time spent creating advice records.
This technology allows us to generate RoA in 15 minutes instead of 2-6 hours on average.
Count said he hopes the system will bring down the cost of advice, improve affordability for clients and make the advisor process more efficient.
Simon Jeffery-Bilich, Head of Practice Development and Research at Count, said: It includes an in-line editor, allowing the advisor to customize his RoA to the client’s individual situation as needed. ”
“We also have ‘fact find’ technology that integrates with our version of Xplan to access client information, allowing advisors to map a client’s existing platform and underlying investment options to a variety of platforms and investments on our APL ( instant comparisons with model portfolios and SMAs). ”