Digital advice Fintech Fiduciary Financial Services Pty Ltd, trading as moneyGPS and accountantsGPS, today announced it is working with Class Super, part of the HUB24 Group, to enable accessible advice through integrating its solutions to deliver greater efficiencies for financial professionals and their clients.
Most recently, the company has integrated its digital SMSF Check-up Report with leading cloud-based accounting and SMSF administration software solution Class Super.
The SMSF Check-up Report helps Class Super clients to streamline SMSF reporting by producing a strategic assessment of an SMSF’s financial, compliance and wealth status, including performance, maximising efficiencies for accountants and SMSF administrators.
Furthermore, HUB24’s Discover offering, an investment and platform solution purpose built for client segments with less complex investment needs has now been added to moneyGPS AFSL.
George Haramis, one of Fiduciary’s Founders and CEO, said, “I am delighted to be working with the teams at HUB24 and Class to integrate our technology capabilities and digital product solutions that enable strategic guidance and advice to be offered to a variety of client groups, which now includes the 2,000+ accounting firm clients of Class Super.
To learn more about either FinTech, visit: moneyGPS www.moneygps.com.au and accountantsGPS www.accountantsgps.com.au
ABOUT MONEYGPS
moneyGPS is a SaaS platform that uses a proprietary designed calculation engine and a best-in-class user experience to enable Institutions, Accountants, Financial Advisers, Superfunds and Employers to offer compliant digital and hybrid financial advice journeys and SoAs with the option of using the moneyGPS AFSL or the organisations internal licence.
ABOUT ACCOUNTANTSGPS
accountantsGPS was established to support the accounting profession by developing the first digital platform of its kind in Australia for Self- Managed Super Funds (SMSFs). In just a few minutes, the platform can produce a detailed strategic assessment of an SMSF’s financial (inc performance), compliance & wealth status, via the generation of the platform’s factual ‘SMSF Check-Up Report’. The accountant is not required to be licensed to use the factual report.
About Class
Class is a pioneer in cloud-based wealth accounting and is recognised as one of Australia’s most innovative technology companies, delivering trust accounting, portfolio management, legal documentation and corporate compliance solutions to financial professionals across Australia.
For further information, please visit www.class.com.au
ABOUT HUB24
HUB24 Limited is a company listed on the Australian Securities Exchange. The company consists of the award-winning HUB24 platform, HUBconnect business and Xplore platform.
HUB24 offers advisers and their clients a comprehensive range of investment options, including market-leading managed portfolio solutions, and enhanced transaction and reporting functionality. As one of the fastest growing platforms in the market, the platform is recognised for providing choice and innovative product solutions that create value for advisers and their clients. HUBconnect focuses on leveraging data and technology to provide solutions to common challenges for licensees and advisers and enable the delivery of professional advice to more Australians.
For further information, please visit www.HUB24.com.au
About us:
ABOUT FIDUCIARY
Fiduciary is an Australian Fintech and owner of moneyGPS and accountantsGPS—SaaS products that provide affordable, compliant digital advice and SMSF services to Australians through Institutions, Accountants, Financial Advisers, Superfunds and Employers.
Designed by finance industry stalwarts George Haramis and Drew Fenton and created by a team of tech heads, it combines all the brilliant parts of the financial services world in a simplified, user-friendly way.
MONEYGPS CONTACT
Mr George Haramis Co-Founder / CEO
+61 410 590 526
[email protected]
www.moneygps.com.au
