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Accounting software provider BGL has partnered with a financial advice software firm, in a bid to allow accountants without an AFSL to maintain their clients who seek financial advice.
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BGL inks deal to target unlicensed accountants
15 December 2017
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BGL Corporate Solutions has announced a new partnership with financial advice software firm Ignition Wealth, providing BGL’s Simple Fund 360 clients with access to the Ignition Wealth SMSF Appropriateness Guide.
This software service automates the assessment of whether an SMSF is appropriate for a client. Clients are required to complete a “fact find” and are provided with resources that explain the responsibilities of a SMSF members and trustees.
“The Ignition Wealth SMSF Appropriateness Guide allows accountants who do not have an AFSL to maintain their status as the key relationship holder and trusted adviser while ensuring that their client receives cost effective advice from the best in breed digital advice provider,” said BGL managing director Ron Lesh.
“A key advantage of the Ignition Wealth hybrid digital advice solution is that it is easy to use, scalable and is ready to assist the large number of SMSFs that require advice.”
Ignition Wealth head of sales and marketing Richard Liverpool said accountants registering with Ignition Wealth would be set up with a white label digital advice portal and provided with training, with fees charged per client and only payable when the client’s statement of advice is produced.
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