New technology service to streamline advice to super fund members

Available to all existing Link Group super clients, the new Link Advice Digital Fact Find service will digitise paper-based fact-find documents, auto-populate fact-find modules and automate data entry.

“Digital Fact Find is the best of Link Group solutions and Moneysoft products combined to better service members and clients,” Link Advice chief executive, Duncan McPherson, said.

“We’ve seen an opportunity to capitalise on both the increased adoption of digital platforms throughout COVID and the drive to continually improve the access and affordability of advice.

“The introduction of the Link Advice Digital Fact Find will not only improve member engagement but also improve adviser efficiency and compliance.

“The combination of new and old means Digital Fact Find could be brought to market quickly and rapidly deployed, while benefitting from years of prior testing.”

Moneysoft CEO Jonathan Shaw added that they are “proud” to partner with Link Advice for the service, which will benefit both fund members and advisers.

“This technology is specifically designed to improve the completion rate of fact-finding, significantly increase the efficiency of advice delivery, and reward members by compressing the interest-to-execution timeframe,” Mr Shaw said.

“The Moneysoft team is looking forward to working with Link Advice on a number of upcoming deployments.”

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.