Make appropriate advice accessible and affordable through our white-labelled SaaS platforms, accountantsGPS and moneyGPS.
accountantsGPS integrates with both BGL Simple Fund 360 and CLASS Super administration software to produce a digital SMSF Check-Up Report.
Start providing exceptional value from day one. Pre-loaded answers and a best-in-class algorithm mean you can create a fully tailored strategic analysis for any SMSF in under 5 minutes.
Strengthen your client relationships and build greater trust with actionable, easy-to-understand insights.
“Instead of spending days manually collating, reviewing and replicating what’s in the SCU report, our practice can run the report in 5 minutes, enabling us to better support and engage our large SMSF and member client base.
We can keep abreast of key issues impacting their investment, and, best of all, it ensures we’re providing as much factual and relevant information as possible, without any concerns of overstepping when it comes to providing financial advice to our clients”.
The SMSF Association is the independent, professional body representing Australia’s self-managed super fund sector. They strive to raise the standard of advice provided by all SMSF professionals, and educate trustees to make informed decisions for their retirement.
Empower your clients to make smarter money decisions, starting with this free, detailed report on their financial health and position.
Help them clarify financial goals and the best ways to achieve them in under 15 minutes. Our client-led digital journey also offers the option to chat with a friendly GPS Coach.
All services are offered at concessional pricing via fee reductions or cash rebates accessible from each service provider. All service providers have been reviewed by the moneyGPS Compliance & Investment Committee, including for cybersecurity protection and are also listed in the AFSL’s Approved Product List (APL).
Read more in our Financial Services Guide
Whether you’ve run the SMSF Check-Up Report for your clients, or they’ve completed the Money Check-Up Report themselves, be assured that all recommendations are geared towards the most appropriate next steps.
Subscriptions start at just $255 per month per office — that’s 50% less than the RRP of a single SMSF Check-Up Report.
What your clients get
What your firm gets
Available to all advice-inclusive tiers, moneyGPS works with a marketing partner to implement an agreed client marketing and communication program via a secure platform.
Benefits:
What’s included in the marketing and communications program?
accountantsGPS and moneyGPS are designed so you can easily scale, create a new revenue stream for your business and support third-party referral sources without needing your own AFSL.
It is our policy not to retain any commissions received. 80% of commissions are allocated back to the subscribing practice, and the remaining 20% is donated to charity.
A full catalogue of single advice topics and products with only the most suitable being served up.
Digital advice SoAs range from $90-180 AUD per topic.
Access to a friendly coach who can walk clients through any report or SoA.
Financial services partners at reduced rates to help meet client needs.
Subscribe today to avoid establishment fees
Still wondering if accountantsGPS is right for your practice? Book a no-obligation call with founder and CEO George Haramis.
Fiduciary is an Australian Fintech and owner of accountantsGPS and moneyGPS—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.
accountantsGPS integrates with BGL’s API extracting data from BGL’s Simple Fund 360 SMSF administration software to produce a digital SMSF Check-Up report.
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