Investment Trends award
At IOOF, we are committed to supporting advisers to deliver valued financial advice to clients. Investing in the right technology plays a critical role in achieving this and was one of the key drivers behind our acquisition of Wealth Central last year.
Exclusively available to IOOF aligned advisers, Wealth Central is a digital client engagement platform designed to help advisers deliver advice in a more engaging and efficient way.
Recently, we were also delighted to announce that Investment Trends, specialist financial services market research organisation, awarded Wealth Central ‘Best New Advice Technology Application’ stating:
“Wealth Central remains the pre-eminent implementation of a goals-based advice process in Australia and possibly the globe.”
Many advisers are realising the benefits
Since its release, many advisers have embedded Wealth Central into their practice and reported numerous benefits including better client engagement and conversations and time savings.