Powered by MOMENTUM MEDIA
subscribe to our newsletter
Decimal launches SaaS solution for brokers and advisers

Decimal launches SaaS solution for brokers and advisers

Listed software provider Decimal has announced new software solutions for mortgage brokers and financial planners.

Targeting the independent financial advice market, which includes financial advisers and dealer groups as well as mortgage brokers, accountants and all AFSL (Australian Financial Services Licence) holders, Decimal has launched platform solutions that will transform the way personal financial advice is delivered.

The new software is expected to significantly reduce compliance risk.

Advertisement
Advertisement

Advisers will be able to switch on a sophisticated technology solution that fully integrates online marketing and client engagement, CRM, workflow, the instant generation of advice documents (SOAs) – while tracking and recording every client and adviser interaction to bake in compliance standards.

Decimal is the industry’s first true SaaS solution and is therefore offered for a monthly subscription fee, free of any capital expenditure, the group said.

“Consistent with our strategy communicated to investors earlier in 2014, we are now accelerating our delivery of products to the market that will provide advisers a new way to grow their business whilst solving the existing complexity associated with compliance management,” Decimal executive chairman, Michael Sertorio, said.

“We expect the uptake of these solutions to add further momentum to our growing customer base signing up for new capability,” he said.

Decimal’s first campaign, launched today, targets mortgage brokers and advisers who want to offer personal financial advice around life insurance to clients who have mortgages and superannuation.

 

Decimal launches SaaS solution for brokers and advisers
mortgagebusiness

 

Latest News

The change in the credit environment following the banking royal commission is not a result of any change in law or regulatory intervention,...

The results of the federal election are in. We outline what the new government’s focus will be for the mortgage industry and property mark...

The specialist lender has priced its third residential mortgage-backed securities issuance of 2019 at $750 million. ...

FROM THE WEB
podcast

LATEST PODCAST: A new First Home Loan Deposit Scheme

Do you think the banking royal commission recommendations could negatively impact competition in the mortgage market?

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.