Australian fintechs team up for new advice integration
iFactFind and Worksorted have announced a new strategic partnership aimed at facilitating client data transfer and boosting efficiency in financial advice practices.
The two fintechs estimate that the new two-way integration between iFactFind’s digital fact find solution and Worksorted’s customer relationship management system could save practices between one to two hours of manual data correction and re-entry each day.
iFactFind co-founder Dr Paul Moran said it was important for technology providers to collaborate and simplify processes for advisers.
“There is so much regulatory, structural and economic change that advisers need to think about. They shouldn’t have to worry about systems integration and maintaining accurate client data too,” Dr Moran said.
“Advisers use multiple systems to deliver advice so it is imperative to have technology that talks to each other to maximise efficiencies and manage ongoing compliance obligations.”
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Source: Australian fintechs team up for new advice integration – ifa