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Advice Avatars have arrived!

The Financial Advisory Professional has grappled with the challenge of delivering a compelling and interactive advice experience for clients, whilst consistently meeting all compliance requirements, and then ensuring they are satisfactorily efficient and profitable.


It was great to see Roar Software launch DynamicDocs, Australia's first Statement of Advice tool with a human avatar. There are multiple client applications, such as sharing with other family members / interested parties, as well as efficient compliance process with consent check box inclusion.


Everyone is demanding flexibility and convenience at the moment, and this will only increase, so options like this will have stronger application in the future.


Future explanation of this innovation can be sourced via today's riskinfo article and the Roar Software website.

 
 
 

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