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Podium enhancements revealed

by Staff Reporter7 minute read
The Adviser

Staff Reporter

Advantedge has detailed exactly what FAST, Choice and Plan brokers can expect from their new software platform, Podium, with the company unveiling its latest round of IT enhancements.

According to Advantedge’s general manager for broker platforms, Steve Kane, the enhancements, which are now live, have been developed in direct response to broker feedback.

This feedback has also driven improvements to usability, including screen layouts, enhancements to maximum borrowing calculations for investment purposes and further streamlining of the production of credit proposal disclosure documents.

 
 

The new eClient function enables customers to capture data online at their own convenience.

That information is then integrated directly into Podium, reducing data entry for brokers and freeing up their time to have richer conversations with their customers.

“We’ve listened to our broker partners and worked hard to develop Podium 2.0 into a market-leading business and client management platform,” Mr Kane said.

“These new features reflect our continuing commitment to provide brokers with innovative business solutions that put them ahead of the market.

“Each component of these improvements has been designed to make it easier for brokers to do business day-to-day, whether it’s keeping up with the latest compliance needs, or cutting the effort involved in lodging an application.

“Advantedge will continue to invest to deliver a leading technology solution to ensure Podium 2.0 remains an efficient and effective platform that supports the evolution and growth of the broker proposition.”

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