SEARCH
IRESS developing new platform with Sentry
IRESS developing new platform with Sentry
IRESS have partnered Sentry and will be working with the dealer group to create a new advice platform for Sentry's authorised representatives
Sentry chief executive and chairman Murray Hills said in a statement that the Sentrak solution will assist advisers in growing their practices by maximising business efficiency and delivery of compliant advice, client service and engagement.
"Sentrak will deliver a myriad of facilities including production of statements of advice (SOAs), customer relationship management (CRM), revenue management and flows, streamline administrative activities and many more," Mr Hills said.
"Furthermore, it will strengthen Sentry's position and reputation as an innovative, adviser-focused leading independent licensee."
An additional feature of the technology will be its integration and facilitation of alliances and relationships between the licensee, its advisers and industry partners and product/service providers, the statement said.
Sentry's executive director and head of business solutions, David Newman, said the Sentrak solution goes far beyond compliance, production of an SOA, and recording client details on a CRM database.
"[Sentrak] will significantly improve the time taken by new practices joining the national licensee to integrate and get up to speed with our processes and practices," Mr Newman said.
Sentrak will go live through a gradual roll-out across Sentry's adviser network starting in July, the statement said.
Subscribe to our Newsletter
We Translate Complicated Financial Jargon Into Easy-To-Understand Information For Australians
Your email address will be shared with nestegg and subject to our Privacy Policy
latest articles
OUR PLATFORMS AND BRANDS
- Accountants Daily
- Accounting Times
- Adviser Innovation
- Australian Aviation
- Broker Daily
- Cyber Daily
- Defence Connect
- Fintech Business
- HR Leader
- Independent Financial Adviser
- Investment Centre
- Investor Daily
- Lawyers Weekly
- Money Management
- Nestegg
- Property Buzz
- Real Estate Business
- Smart Property Investment
- SMSF Adviser
- Space Connect
- Super Review
- The Adviser
- Wellness Daily
- World of Aviation
EVENTS AND SUMMITS
- Accountants Daily 30 Under 30 Awards
- Adviser Innovation Summit
- Australian Accounting Awards
- Australian Aviation Awards
- Australian Broking Awards
- Australian Defence Industry Awards
- Australian Law Awards
- Australian Space Awards
- Australian Space Summit
- Better Business Summit & Awards
- Broker Daily Business Awards
- Corporate Counsel Summit & Awards
- Cyber Security Summit & Awards
- Defence Connect Budget Lunch
- Defence Connect DSR Summit
- Fund Manager of the Year Awards
- ifa Excellence Awards
- ifa Future Forum
- Investor Daily ESG Summit
- Lawyers Weekly 30 Under 30 Awards
- Lawyers Weekly Women in Law Forum
- New Broker Academy
- Partner of the Year Awards
- REB Awards
- Reinnovate
- SME Broker Bootcamp
- SMSF Adviser Technical Day
- Super Fund of the Year Awards
- Women in Finance Awards
- Women in Law Awards
- Accountants Daily Podcast Network
- Australian Aviation Podcast Network
- Broker Daily Podcast Network
- Defence Connect Podcast Network
- HR Leader Podcast Network
- REB Podcast Network
- Relative Return
- Space Connect Podcast
- The Adviser Podcast Network
- The ifa Show
- The Lawyers Weekly Show
- The Smart Property Investment Show
PODCASTS
LEARNING AND EDUCATION
MOMENTUM MARKETS NETWORK
LINKS
STAY CONNECTED
Subscribe to the Adviser Innovation eNewsletter.
