SMSF modelling and investment data feed functionality have been added to Advice Intelligence’s WealthMap service. Further building out the platform’s capabilities, the advice fintech continues its drive to make digital SOAs a more attractive services than paper-based documents.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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