Australian digital financial advice provider Ignition Wealth has collaborated with integrated financial planning software service provider XPLAN's customisation specialists PlanFocus to form a new division that will help advisers in preparing for robo-scale.
The new division, led by PlanFocus director Rob Corben, will offer XPLAN support and consulting to help advisers get the most out their XPLAN solutions.
Additionally, Corben will join Ignition Wealth as head of advice. He has more than two decades of experience in specialist advice technology development and integration.
Corben said: “The Ignition Wealth XPLAN support and consultancy service will help advice practices and financial services providers to get robo-ready without need to change the way they do business today.”
Ignition Wealth CEO Mark Fordree said: “XPLAN is the leading financial planning solution in the market and we are delighted to now offer our clients a range of XPLAN services to help them better leverage technology in their businesses. We believe the true scale of digital advice is best delivered by integrating with the tools with which advisers are already comfortable.
“Ignition Wealth’s XPLAN support and consultancy will fast track the digital advice conversation for Australian practices. We believe 2017 will be the year that robo-assisted advice makes its mark.”
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below formBy GlobalData