Coredination unveils Mobile Adviser solution

By tlewis ·
April 22 2016

Coredination unveils Mobile Adviser solution

Workflow management platform Coredination has launched a mobile solution for financial advisers.

Coredination launched the Mobile Adviser, a tool that allows advisers to manage their day-to-day workload through one central platform, at the Afiniation Showcase in Melbourne last week.

According to Coredination managing director, APAC, Per Edwards, the tool's main focus is on reducing paperwork, streamlining activities and communications and adding efficiency to advice practices.

"The adviser will be able to manage all the work and communication from one app on PC, tablet or mobile," Mr Edwards told Adviser Innovation.

"Documents and notes can be added on the spot throughout the customer engagement, with the customer signing electronically on agreement," he said.

Moreover, details such as time, resources used, notes, photos and documents are saved indefinitely on the platform, and can be accessed immediately by the adviser.

According to Mr Edwards, the Mobile Adviser, which was developed in consultation with advisers, will improve productivity and practice efficiency.