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A financial services dealer group has expanded the capabilities of its cloud-based software in a bid to further improve accountants’ efficiency.
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Licensee expands cloud software for accountants
16 February 2017
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Independently-owned financial services dealer group GPS Wealth’s cloud-based software for accountants and financial planners, MoneyBowl, launched in July 2016.
This month, GPS Wealth further bolstered MoneyBowl’s functionality with the release of a new module which helps advisers assess clients’ current financial positions.
It also welcomed DocuSign as a partner, allowing accountants and advisers to go paperless by verifying documents with electronic signatures.
In the next few weeks, a new calculator will be added to the software, on top of the existing eight. The new calculator will take care of clients who are in pre-retirement or retirement, small business owners in sell-down phase, as well as investment trusts and investment companies.
Plans are also under way to release another new module to help identify the needs of different clients including pre-retirees, wealthy clients, SMSF clients, business owners and fully retired clients.
“Accountants and advisers are already getting the benefit of enormous time savings with straight-through processing, which allows strategy papers and statements of advice (SOA) to be easily produced,” GPS Wealth’s practice development and coaching general manager, Paul Pavlic, said.
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“These new additions to MoneyBowl are another key plank in making accountants and advisers even more efficient.”
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