Hawthorn Accounting and Financial Services Practice Stantins Consultancy today announced that they have partnered with Ignition Wealth to offer their clients the very latest in automated advice. The consumer first, high tech, low cost model ensures that Stantins Consultancy clients receive excellence in service at extremely competitive rates.
“We are excited about leading the fintech revolution in Victoria. This technology allows us to grow our business by attracting new clients and monetising our existing distribution. Ignition Wealth is a leading fintech provider and we are very pleased to be offering a new level of excellence to the clients of our Accountancy Practice.”
Russell Walsh, Partner, Stantins.
The Ignition Wealth technology has been seamlessly integrated into the existing Stantins interface. Stantins Consultancy will issue selected clients with a login and they will then be able to complete their fact find online, and upon their acceptance of a recommended portfolio an individual statement of advice will be issued. Meanwhile, using the Ignition Wealth ‘Teams’ platform, Stantins Consultancy staff will be able to login and review every step of their clients’ investment journey.
Automating these areas of data capture allows the customer to initiate more of the data entry and administration and frees up staff time for the work of evaluating and giving advice. This in turn allows Stantins to keep costs for all clients to a minimum, and also makes financial advice a viable option for a new market of lower balance customers.
“We congratulate Stantins Consultancy on becoming the first Victorian advice practice to partner with Ignition Wealth to scale and grow their practice revenue. We are proud to be providing a trusted business to business solution to financial services businesses in Australia who are seeking a reliable automated advice partner. We have a proven track record, over six years, 750,000 transactions and $10 billion advised.”
Mark Fordree, CEO, Ignition Wealth.
Stantins Consultancy’s adoption of the Ignition Wealth platform has numerous advantages for their clients. The mobile first technology allows clients to access their accounts 24/7 from their mobile phone, tablet or online. Their accounts are updated daily at around 10pm. The client receives rebalance notifications by email and by notifications via the app on their mobile phone. The client can even choose how often they are notified of changes by setting their own sensitivity level to customise their experience.
“The new technology will allow us to reach a whole new generation of clients. Millennials expect to be able to access all of their financial services from their mobile phones, we are looking forward to welcoming the adult children of our existing clients as well as a wealth of tech savvy new investors.”
Leonie Ladgrove, Partner, Stantins.
