• A single, easy-to-use system that delivers all your advice technology requirements

  • Focus on your business, not on setting up and managing your technology solution

  • Complete visibility of all practices under your licence, including advice & compliance status

ADVISERS Self-Licensed Advisers Dealer Groups
  • Seamless, efficient advice development Our advice generation engine reduces duplication and saves time and money
  • Embedded compliance The system drives compliance and helps you stay ahead of regulations
  • Deliver advice your clients’ way Digital, in person, or both
  • Automated, powerful workflows Activate your business processes with workflows to deliver maximum efficiency & quality service delivery
  • Client engagement tools Client portal, digital signing & digital Fact Find

  • Powerful modelling tools Fully integrated for efficient advice generation
  • Simple document storage Advice documents & related information are linked for quick access and a streamlined review process
  • A single, easy-to-use, integrated system for all your needs No need to add modules, worry about configuration, or learn additional software.
  • Turn-key solutions Pre-configured solutions means there is no need for a third-party to get you started
  • A single, easy-to-use integrated system for all your needs No need to add modules as your business expands
  • Embedded compliance The system drives compliance and helps you stay ahead of regulations
  • Powerful reporting Pipeline reporting, revenue per client, revenue per advice document and advanced data mining

  • Practice visibility View the progress and status of advice and service delivery
  • Fee matching and brokerage tools Make FDS and FoFA compliance simple and fast
  • Automated, powerful workflows Activate your business processes with workflows to deliver maximum efficiency & quality service delivery
  • Adviser experience Providing you and your team with an efficient, effective and easy-to-use technology solution
  • Real-time monitoring of compliance Unique traffic lights system at AFSL, practice, and client level
  • Efficient audits Every document & file related to an advice document is linked and accessible from one place (from Fact Find to ATP)
  • Powerful reporting From Pipeline reporting, revenue per client, service delivery and advanced data mining
  • Fee matching and brokerage tools Make FDS and FoFA compliance simple and fast

  • Revenue software integration Fully integrates with PlatformplusRMS (revenue management system)
  • APL management and extensive product data Customisable and fully integrated for informed decision-making and enhanced risk management
  • Data feeds Closely monitored and maintained
  • Adviser experience Deliver your network of advisers an efficient, effective and easy-to-use technology solution

Keeping pace with your needs

We have the unique position of complete control of our technology – it was built by us and is maintained by us exclusively. Our developers can rapidly create solutions and improvements that reflect the evolving financial advice space, delivering significant efficiencies to your day-to-day operations and ensuring outstanding experiences for your clients.

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Dedicated support

Choosing a new financial advice technology – or even changing your technology – is a significant business decision.  You can choose Platformplus with the confidence of knowing you will be supported across every aspect of your onboarding, from data migration and system configuration to a full training program and ongoing Help Desk support.

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