Intra-fund Advice Solutions

15 minutes - actual time taken to issue Statements of Advice from initial client contact

Overview

With complete support for ASIC's Regulatory Guide 200, Provisio is the most advanced and widely used system for superannuation funds providing intrafund and limited advice.

Our adviser and web-based solution caters for:

We are committed to maintaining the highest quality levels of advice - and reducing the effort required to provide it.

Features

  • Start small, think big - Install Provisio Desktop on a few PCs in your call centre, before scaling all the way up to web-based advice
  • Make life easier for Advisers and Compliance staff - Create and compliance-check your SoA templates once, and let Provisio generate client-ready SoAs
  • Make your life easier for auditing - Provisio maintains an audit history of the advice provided for each member
  • Make it easy for clients to take your advice - Pre-populate web self-service calculators as well as client forms with known data from your administration systems
  • Monitor vital statistics - Whether for management reporting or marketing, Provisio tracks adviser activity and all client statistics
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