Tech start-up launches financial planning software

Technology start-up Elan has launched financial planning software designed exclusively for Australian financial advisers. 

The brainchild of financial adviser James Harper, the cloud-based platform aids businesses in improving client relationships, boosts collaboration, analyses data, and ensures data security while also automating tasks. 

Elan has a financial planning and software development team that focuses on creating and improving tools tailored to the needs of advisers and clients. 

A monthly subscription to Elan is available for $195. Organisations have access to a 14-day free trial. 

, , , , ,

Leave a Comment

Markets looking through turbulence as earnings growth underpins equities: AMP

Markets looking through turbulence as earnings growth underpins equities: AMP

Despite geopolitical turbulence, markets are avoiding short-term turmoil and reacting to the underlying fundamentals showing the strength of major economies, a pair of AMP investment executives told the Professional Planner Managed Accounts Decoded podcast.

Sort content by