Infocus Wealth Management Ltd today announced the launch of online Opt-In issue and approval functionality for clients.
With the recent release of ASIC’s updated Regulatory Guide 221 on Disclosure, advisers who issue Opt-In statements via Infocus’ proprietary CRM software PlatformPlus can now have their clients view and approve these online via Infocus’ online client engagement tool, Client Portal.
Speaking about the Client Portal update, Infocus Wealth Management Managing Director Rod Bristow said “Expanding our Client Portal functionality allows advisers and their clients to manage their Opt-In obligations online. This not only makes the advisers’ business more efficient, but increases engagement and trust between clients and their adviser”.
How it works is that clients of advisers in the Infocus Group are issued with a secure login to the Client Portal. Once logged in, clients can view all of the assets, liabilities and risk premiums they have under advice with their Infocus group financial adviser. Data feeds for a wide range of products on the Infocus group APL provide up-to-date information for clients on the status of their wealth. Importantly, clients can now also view and approve FDS’ and Opt-In statements provided by their adviser to Client Portal through PlatformPlus.
Bristow said “This functionality is market-leading and exclusively available to advisers licensed under the Infocus and PATRON dealer groups. This is another great step toward delivering on our promise to advisers of helping grow revenue, increase efficiency and manage risk in their business”, he said.
The Client Portal upgrade is part of an ongoing strategy of enhancing Infocus’ proprietary CRM, advice generation and practice management software, PlatformPlus.
Source: Infocus
