We deliver next generation client engagement and advice solutions

With over 25 years working in advice and technology, we understand the compliance and automation issues hindering the growth of small and medium AFSLs.

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Partners

Roar Software

Roar plays an important role in Planfocus’ Advice CTO fintech ecosystem. Roar Software (ROAR) is a software and consulting provider to the financial planning industry. Its flagship product is a simplified and centralised technology platform for financial service businesses. The platform features an Advice Marketplace where advisers have the flexibility to select from best-of-breed, independent technology solutions which are deeply integrated. With core functionalities including CRM, file notes and document generation, it offers a subscription based fee model providing financial service businesses of all sizes with a flexible technology solution.

RockitWeb

RockitWeb is a Hobart based IT company that offers website, integration and app development services to businesses right across Australia. The team, led by founder Simon Turk, pride themselves on their responsiveness, security, technical skill and speed. Planfocus and RockitWeb continue to work together on important ecommerce and integration projects for clients in the Advice CTO Service. Simon runs his business with great technical skill, and supports it through tremendous honesty, transparency, and integrity.

Design Effective Compliance

Planfocus works with DEC to configure and integrate their Compliance Platform within licensee applications. They are an integral component of Planfocus’ Advice CTO ecosystem.

Design Effective Compliance provides licensees and advisers with innovative and effective compliance solutions, data and benchmarking that is designed and tested against legal obligations and ASIC guidance for both retail and wholesale advice clients.

Their unique platform provides auditors, advisers and licensees collaborative access to key advice metrics and artifacts. They are the experts that licensees turn to for file audit methodology, Best Interests Duty & Related Obligations, AML, FASEA, Fees & Conduct.

Corbel Technologies

For large technology and integration projects, Planfocus partners with Corbel to provide application integration services that help clients streamline the flow of data and information between technology systems. In addition, through our Advice CTO Service they provide IT strategy planning support. Corbel is an experienced, Australian based team operating out of Sydney, Brisbane, and Melbourne offices.

TPP Consulting

Kate is our content consultant with over 20 years’ experience in financial services. Kate is the founding director at the Professional Paraplanner and is passionate about advice and supporting advice professionals. Kate provides expert input into our content and advice strategies.

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