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:
- Contributions Optimisation
- Member Investment Choice
- Insurance
- Retirement adequacy
- Transition to Retirement
We are committed to maintaining the highest quality levels of advice - and reducing the effort required to provide it.
Features
- Start small, think big - get your intrafund feet wet with some initial modules in your call centre, before scaling all the way up to web-based advice
- Compliance-savvy - with the industry-leading statement of advice generation technology, you can remove any need to manually edit documents exported from Provisio
- Full Integration - plugs in easily to administration and other back office systems to create personal advice based on your member's existing details, as well as maintaining an audit history of the advice provided for each member.
