knowIT Group rebrands Strategy Steps’ Desk Caddie as wealthdigital

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knowIT Group has rebranded Strategy Steps’ Desk Caddie as wealthdigital and enhanced and refreshed the website in order to deliver better work solutions for advisers.

“The new features will help improve practice efficiency and help achieve compliance with regulatory requirements. wealthdigital provides an essential integrated business solution that’s easier for advisers to use, allowing them more time to increase the profitability of their business,” said Wayne Wilson, CEO of knowIT Group. 

“wealthdigital will still be powered by Desk Caddie, and Desk Caddie’s content will remain as up-to-date and dependable as ever, including delivering ongoing analysis of legislative changes and their impacts on financial planning strategies in a timely and accurate way.

“Over time, users will notice that Desk Caddie becomes progressively superior as we implement the improvements that advisers have said they need in order to run efficient and profitable practices,” Mr Wilson said.  

wealthdigital will combine research, planning and strategy features as well as workflow and management tools. These include:

  • A solution that is flexible, efficient and simple
  • An integrated technology platform
  • A solution based on advice and client goals, not products.

The wealthdigital refresh has seen the Desk Caddie content reorganised and re-labelled in a few places – Latest News becomes Updates and there is a new tab called Newsletters. Newsletters will now become key to delivering valuable technical and business insights. Prominent new navigation will help make the transition a smooth one. 

A new home page will outline the changes and inside, the more logically-ordered content will be more easily tracked via clear new menus and beefed up search functionality. 

“Over time, these changes will become more intuitive as we broaden and deepen the content and introduce a new taxonomy and labelling system. 

“All of these changes are aimed at helping advisers achieve a more profitable practice with better business outcomes,” Mr Wilson said.

Mr Wilson said the flow-on effect will provide a number of benefits including:

Time

“wealthdigitial streamlines the advice process by creating a simpler, faster way to research, compile and present strategy solutions for clients. 

“This means advisers will have more time to focus on client needs, work on attracting new business, market the practice or update their professional knowledge,” Mr Wilson said.

Smarter workflow 

“The difference with wealthdigital is that it starts before the other tools kick in – with strategy,” said Mr Wilson.

The Strategy Matrix is a Goals-Based Strategy Planning Tool that supports your strategy modelling before any numbers are included.”

A better focus on relationships

Mr Wilson said that wealthdigital allows advisers to consider strategies that are broader and more diverse.

“This puts the focus back on individual needs, requiring less time crunching numbers.”

Consistency of quality advice and outstanding service

“wealthdigital provides a comprehensive range of tools and calculators – from quick calculators to the Strategy Matrix which is a Goals-Based Strategy Planner that allows advisers to model client scenarios with specific regard to meeting your Best Interests Duty and other compliance requirements.”

Mr Wilson said these changes allow for a more efficiently managed business.

“wealthdigital provides more certainty around remaining compliant, allowing advisers more time to focus on maintaining clients and gaining new ones.”

Strategy Steps was sold to knowIT Group – owned by Wayne Wilson, Wendy Tyberek and Andrew Roberts – in late 2016. The name change and the improved functionality is part of knowIT’s ongoing strategy of redeveloping the relevance and reach of Desk Caddie to better meet adviser demands. The refreshed system will be available to users on 6 March 2017.

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For further information contact:

Wayne Wilson
Ph: 0434 848 100