MCM Wealth Management gets great client feedback from its new adviser website

On June 15, 2011, in Client Showcase, Financial Advice Technology, by Mike Giles

MCM Wealth Management is one of the new breed of financial advice groups! Leading the way with their clear, simple, fee-for-service advice model. Mr Elias Morales, MD of MCM was looking for a professional website that instilled confidence in prospects and offered value to his clients – his answer: AdviceConnect’s SiteExpress and Folio solutions. Mr [...]

 

Just-Ezi launches updated car insurance comparison site powered by AdviceConnect

On June 13, 2011, in Client Showcase, Financial Advice Technology, by Mike Giles

Just-Ezi, Australia’s premier car insurance comparison site launched earlier this month with great success. Powered by AdviceConnect’s Fusion platform the site shows car insurance shoppers who  their top 10 cheapest options for car insurance are, and to link to those suppliers. Just-Ezi’s car insurance calculator asks only 5 fields – Make, Model, Year, Postcode and [...]

 

Industry Fund Financial Planning steps up its online advice tools

On June 6, 2011, in Client Showcase, Financial Advice Technology, by Mike Giles

This week marks the first month of the new Industry Funds Financial Planning web site featuring a whole swag of our AdviceConnect platform tools! Industry Fund Financial Planning is a part of IFS – Industry Fund Services – Australia’s leading provider of specialist financial products, services and support for industry super funds and their members. [...]

 

Looking for something?

Use the form below to search the site:

Still not finding what you're looking for? Drop a comment on a post or contact us so we can take care of it!