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Unique Historical Opportunity |
WealthCare Industry Group (WIG) is a Consortium structured as a Limited Partnership, which is promoting the moneyadvisorycentre as a generic portal & e commerce initiative which supports the opportunity to create a truly consumer centric paradigm across all professional disciplines including Financial Planners, Loan Providers, Stockbrokers, Accountants and Legal Advisers.
This initiative is being progressively introduced to Independent AFSL’s and their key supply partners who may join the consortium to develop this independent Financial Services retail wealth management portal and supporting e commerce wholesale infrastructure, to leverage its members products and services into the community with a unique selling proposition.
The Financial Services industry is taking up a unique historical opportunity to create a truly consumer centric solution. This is a Customer Centric solution is built around a new capability called an Information Account. This technological breakthrough enables customers to improve their Lifestyle via their own private desktop personal web space that they own. The Customer Information Account and web space and the financial services community network method which support this has been likening to the myspace social networking success story of recent years and the Financial Services industry is taking this unique opportunity to drive the next phase of the web evolution for personal and community benefit.
Financial Services professional themselves are in a unique position to “maximise their business value and maximize their client wealth through access to unique products and services. Importantly it allows them to; maintain control of their business and branding and to have access to a non institutional succession planning programs. This can be achieved whilst supporting the creation of an infrastructure which has consumer, industry and national benefits and which will provide independent AFSL groups with a high moral ground community positioning having set a new ‘best advice and best practice’ industry standard.
The key portal value proposition to a limited number of independent Groups is the ability for their practitioners to have access to an institutional strength business operating system with built in adult education and fail safe compliance capability.
This system fully supports the AFSL ‘know your client’ rule and consumer centric reporting standard, and is designed to be seamless with an adviser’s desktop operating system which enables the clients to provide the data and set permission views via their information account, which will be driven and fully integrated to and deployed from their personal MS Outlook. Key is a systematic customer communication and professional adviser management and communication operating routine that coordinates the customers personal data base information to enable personal balance sheet reporting and an ability to aggregate information to establish Affinity group and AFSL databases and operating system access. |
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