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A new "game changing" platform launched this week will help brokers track self-managed super fund (SMSF) based loans.
Financial services management and education group Wealth Within has launched a new investment platform that it says provides brokers with a way to work closely with the progress of an SMSF loan.
Announcing the Global One platform, Wealth Within managing director Denis Celata said the platform was a game changer in the industry.
“There isn’t anything else out there at the moment like the Global One platform; there may be a few stand-only systems, but not to this advanced level,” he told The Adviser.
“A broker dealing with a client who wants to look for a property for their super fund or investment can use the calculator in the Global One software to determine what type of property is best suited to the individual client.
According to Mr Celata, the platform determines the most suitable properties available on the system. The broker can then reserve them for the client's SMSF loan.
“Once a financial planner becomes involved the broker can track the progress of the loan through the platform and they are then able to communicate that with their client,” he said.
“They’ll know in four weeks from now they need to go through the conveyance side, the system alerts them to this. We’ve pre-tracked everything. We know what all the important dates are with the developer.”
