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Astute and Momentum Corporate partners to enhance holistic financial advice

Momentum  |  13 March 2019

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Astute‘s information services form a significant part of financial advisers’ advice process.

For more than 18 years Astute has provided intermediaries with access to financial information, from trusted financial institutions, to enable them to create and implement a meaningful financial plan for their clients.

Jacques Rossouw, Managing Director of Astute says, “As part of our commitment to empower the Financial Services Industry, we are pleased to introduce the addition of group employee benefits information on our platform, which will be available from the 14th of March.”

Astute partnered with Momentum Corporate, a leading employee benefits provider, in line with a collective commitment to empower financial advisers to provide holistic financial planning to their clients by creating a single client view.

Regard Budler, Head of Product Solutions at Momentum Corporate added, “We are proud to be at the forefront of the evolution of technology in the employee benefits industry, to help financial advisers to service their clients’ needs holistically, by taking into account their retail and group benefits when offering their best-of-advice solutions. The new POPIA compliant technology provides financial advisers the opportunity to grow their practices in both the retail and group benefits income streams. For example, in cases where a member’s group scheme benefits are restricted by their employer’s scheme structure, the shortfall can be supplemented with individual retail solutions to ensure that the client’s needs are met.

“It is important to note, that just like retail clients, members of group schemes will have to mandate their scheme’s financial adviser or their personal financial adviser to access their information via the platform.”

Employee benefits form a pivotal part of an individual’s financial landscape, meaning that with access to this information from a trusted source, intermediaries gain a clear understanding of their clients’ current financial status and can lead them towards a sound financial planning strategy.

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