Technology
FYG Planners utilises their own state of the art CRM “WealthEye”, with FYG having invested substantial resources into the development of this customised software.
WealthEye software is highly customised with over a decade’s worth of development already built into the system.
The development of WealthEye has been undertaken in conjunction with FYG Planners and its advisers. This development is ongoing and responsive to changing industry needs. As a result, FYG Planners can offer financial planning software that is at the forefront the financial planning industry and second to none in client relationship management, financial modelling and investment portfolio monitoring on an integrated basis.
FYG Planners have also invested substantial resources into developing LivePreso for cutting edge client, interactive presentations that can be delivered in the office or remotely. LivePreso helps accelerate client education and understanding of their current position and their progress toward their goals.
If you’re an adviser looking for an technology advantage, give us a call on 03 6440 3555.