Link Group partners with Moneysoft for fact finds

Link Group has partnered with Moneysoft to offer the Link Advice Digital Fact Find to all Link Advice super clients, to enable super funds to configure the fact find to their own requirements. 

It was built to reduce barriers in the uptake of advice by completely digitising paper-based fact find documents, auto-populating fact find modules to improve member experience, and automating data entry to save advisers time.  

By integrating APIs from Link Group’s financial planning software through the Moneysoft platform, the Link Advice Digital Fact Find aimed to significantly improve the speed and accuracy of financial advice, while at the same time capturing the voice of the member in their responses.   

Duncan McPherson, Link Advice chief executive, said Digital Fact Find was the best of Link Group solutions and Moneysoft products combined to better service members and clients. 

“We’ve seen an opportunity to capitalise on both the increased adoption of digital platforms throughout COVID-19 and the drive to continually improve the access and affordability of advice,” McPherson said. 

“The introduction of the Link Advice Digital Fact Find will not only improve member engagement but also improve adviser efficiency and compliance. 

“The combination of new and old means Digital Fact Find could be brought to market quickly and rapidly deployed, while benefitting from years of prior testing.” 

Jonathan Shaw, Moneysoft chief executive, said the firm was proud to partner with Link Group by offering the advanced fact find capability, which benefits both fund members and advisers. 

“This technology is specifically designed to improve the completion rate of fact-finding, significantly increase the efficiency of advice delivery, and reward members by compressing the interest-to-execution timeframe,” Shaw said. 

“The Moneysoft team is looking forward to working with Link Advice on a number of upcoming deployments.” 



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