New tech solution for advisers

New tech solution for advisers

Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers’ in-house Excel solutions to boost accessibility and integration with online systems.

YTML chief executive, Kevin Liao, said that Highlighter had already been used for advice web apps and automated with an adviser’s existing IP.

“Highlighter automates the development of a web app,” he said.

“As long as advisers have the flow of data entry organised… we can configure and upload it into Highlighter and convert it into a web app for them.

“Advisers, accountants and SMSF [self-managed superannuation fund] specialists have so much capability sitting within their practices, and by partnering with technology solutions such as Highlighter, they can use it to funnel client traffic so they can focus on relationship side.”

Financial groups including GPS Wealth have begun to use Highlighter by integrating it as a hub for online tools where capability can sit behind a main frame.

 

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Source: New tech solution for advisers | Money Management

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