Powered by MOMENTUM MEDIA
Powered by MOMENTUM MEDIA
subscribe to our newsletter

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 major bank has agreed to pay $49.5 million to settle a class action brought against it by Slater & Gordon in relation to Consumer Cr...

The central bank remains prepared to cut rates further, despite growing concerns that monetary policy has “lost its potency”. ...

The non-major bank has announced that it will welcome a new chief operating officer on 2 December, following the departure of its current CO...

FROM THE WEB
podcast

LATEST PODCAST: Vertical integration and the rise of neobanks

Do you think the mortgage market will see more consolidation this year?

Website Notifications

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