Assist members and clients to understand, plan and enhance their financial security

wealthsense is Financial Synergy's most recent addition to its product suite.

wealthsense is a unique product designed to assist members to understand, plan and enhance their financial security.

This interactive product offers superannuation funds, other financial institutions and financial planners, a value added service to attract and retain members through online educational tools and content designed to enhance financial literacy and financial wellbeing.

Features of wealthsense

• Educational content and tools for financial and life matters
• Easy to use tutorials
• Financial calculators designed to cater to a range of situations
• Ability to effect desired strategies through transactional capabilities
• Option to link directly to user profiles
• Includes information about how to deal with real life situations
• Flexible solution to meet your requirements

Benefits of wealthsense for financial institutions

• Differentiated product offering that can be tailored to meet your needs
• Supports member retention and attraction strategies through interactive tools which engage users and enhance financial understanding and confidence
• Helps to reduce fund switching costs, and increase funds under management
• Complements and integrates with existing financial services and products
• Cost effective
• Ongoing support from leading and innovative technology providers
• Developed and maintained by experts in superannuation, finance and technology

Previously known as 'Life Style Planner', wealthsense has recently undergone some developments. The financial calculators have been upgraded and signed off by actuaries, the text has been simplified, and compliance checks have been undertaken by lawyers. We've also integrated client feedback, and added draft Statements of Advice to ease financial planners' workload. wealthsense can also have transactional capabilities which enable members to implement their desired strategies immediately online.

 

Watch this space to find out more information about wealthsense, or contact Graham Darley on 03 9654 1399.

 

 

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