Rubik joins forces with Class
Rubik Financial Limited (ASX: RFL), a leading fintech company delivering innovative banking, wealth and mortgage solutions to the financial services industry, has partnered with Class Super Pty Ltd, to provide advice technology for accountants who are limited licence holders.
The partnership is a timely one given the change to regulation as part of the FOFA reforms which came into effect on 1 July requiring accountants to obtain the newly created ‘limited’ AFS licence in order to continue giving advice to their clients about SMSFs.
According to Rubik CEO, Iain Dunstan, “As part of Rubik’s omni-channel offering, the Provisio module is perfectly suited to accountants because of its ease of use and focus on tax saving algorithms. The development of an integration with Class Super will enable accountants to facilitate rapid engagement, strategy illustration and advice generation across all common advice topics in the Australian advice landscape.”
“Our clients are asking us to design solutions in different channels from guided to self-directed, that deliver a seamless experience for their end customers. We are committed to a digital future with open architecture, exposing a rich library of algorithms as customer facing APIs and delivering a frictionless service design and user experience for our clients.”