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.
“These new additions to MoneyBowl are another key plank in making accountants and advisers even more efficient.”
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