SuperEd’s Financial Advice Platform is designed to help super funds deliver sophisticated, end-to-end retirement advice efficiently and at scale, leveraging a proven hybrid advice model complemented by digital, member-led journeys.
Key Capabilities
Hybrid Digital Advice: We offer an advanced digital platform that when combined with human expertise allows delivery of personalised and empathetic advice. Our technology streamlines key advice processes to transform adviser productivity, creating new capacity to meet the advice needs of more members.
Holistic Household-Level Advice: Our platform goes beyond intra-fund advice limitations to offer strategic financial planning capability that considers the entire household’s financial picture, driving deeper member engagement and satisfaction.
Integrated Age Pension Support: The platform seamlessly integrates Age Pension expertise, a critical component of effective retirement planning, ensuring members receive complete and accurate advice.
Digital Advice Experience: A configurable platform and digital portal provide a seamless and intuitive experience for members, incorporating digital fact find, risk profiling, scenario analysis, stochastic forecasting and real-time Statement of Advice generation.
Powerful Financial Modeling: Access advanced modeling capabilities to gain valuable insights into member retirement needs, to explore strategic scenarios, and to optimise advice strategies.
Benefits to Super Funds:
Lead in Retirement Advice: Solidify your position as a trusted retirement partner by delivering sophisticated, end-to-end retirement advice that integrates product and strategic advice.
Productivity Gains: Our digital tools and automation create significant, measurable productivity gains across the end-to-end advice process.
Democratising Advice: We differentiate by offering low-cost, high-value, needs-based, episodic advice that is affordable and accessible to the middle market.
For more information about SuperEd’s Member Financial Advice Platform, please contact Jeremy Houghton.