“We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors. For accountants, the move provides a post-FOFA solution that allows them to source advice for their clients in an efficient and, most importantly, compliant manner.”.
Mark Fordree, CEO, Ignition Wealth.
Ignition Wealth operates a unique ‘robo-assisted’ model which allows customers to access a hybrid of the best of digital and traditional advice. Customers have the option of self-serve, some support or full advice from their own adviser or from Ignition Wealth’s in-house team of advisers.
Advisers, accountants and investors using BT Panorama will have access to digital and full-service financial advice powered by Ignition Wealth from quarter three of 2017.
Ignition Wealth has been providing digital financial advice, tools and calculators to the Australian financial services industry since 2010 and has held an AFSL since 2015.