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moneyGPS Media Release

moneyGPS announces partnership with Feedsy

Digital advice fintech Fiduciary Financial Services Pty Ltd, trading as moneyGPS and accountantsGPS, today announced its partnership with the leading digital engagement and marketing platform, Feedsy. 

Through this partnership, firms can choose a structured, done-for-you marketing and communications program for their clients as part of the subscription to the moneyGPS platform. The program is designed to help firms maximise the value of their subscription and comes with a money-back guarantee.

George Haramis, one of Fiduciary’s Founders and CEO, said, “We are very excited about the partnership with Feedsy. Their wealth of specialist experience in delivering high-quality automated marketing and communications for over 450  financial services firms will enable moneyGPS to continue to grow our client base of advisers and accountants and expand into the employer market.” 

The partnership has significant commercial and business benefits for financial services firms, including delivering cost-effective, relevant and consistent communications at scale. The program places no ongoing burden on staff or operations, and the onboarding process takes less than one hour. Firms also get peace of mind that client data is held and accessed securely only by the advice business itself and Feedsy and that all communications hold up to the latest email authentication, data security and privacy standards.

Steve Holmes, CEO and Founder of Feedsy said, “Having an end-to-end advice and communication solution is market-leading for Accountants and Financial Advisers. The partnership provides the opportunity for advice providers to re engage with clients that are no longer on advice agreements or simply can’t afford traditional advice models, or where an adviser can’t afford to offer advice to some clients. It’s a win for all parties and very exciting. The future of advice is a hybrid model, an amalgamation of traditional and digital advice with a powerful marketing engine room to promote this incredible digital advice offer by moneyGPS. All communications are white- labeled meaning that the brand of the advice business remains the hero. The adoption of digital advice will add another advice-based revenue stream to practices”.

To learn more about Fiduciary Financial Services, moneyGPS and its partnership with Feedsy, please contact moneyGPS.

ABOUT MONEYGPS

moneyGPS is a SaaS platform that uses AI, an industry-designed calculation engine and a best-in-class user experience to enable Institutions, Accountants, Financial Advisers, Superfunds and Employers to offer compliant digital and hybrid financial advice journeys and SoAs without needing an AFSL.

ABOUT FEEDSY

Since 2012, Feedsy has been helping financial advisers in Australia and the UK automate the delivery of quality content and empower business owners to be in control of their client experience. Feedsy provides bespoke automated digital marketing solutions to over 450 financial services firms so they can regularly and proactively engage their client base cost-efficiently, creating several significant business improvement benefits.

ABOUT FIDUCIARY

Fiduciary is an Australian Fintech and owner of moneyGPS and accountantsGPS—SaaS products that provide affordable, compliant digital advice and SMSF services to financial services firms.

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.

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accountantsGPS and moneyGPS SaaS products provide affordable, compliant digital advice and SMSF services, to Australians through; Institutions, Accountants, Financial Advisers, Superfunds and Employers.

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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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