Adviser Central

Exclusive to Banyan licensed advisers

A 360 Degree Outsourcing & Back Office Solution, developed in-house and exclusively for Banyan Licensed Advisers

Imagine being able to seamlessly outsource the majority of your back office work and administrative functions, to free up more of your time to get in front of clients and grow your business, while improving your efficiency and turnaround times, baking in compliance systems and enhancing profitability?

Adviser Central is a suite of technology, human teams and workflows integrated into your everyday Office tools, which can completely replace the need for your own paraplanning, research and client services team. 

Adviser Central is made available to all Banyan licensed advisers, and can drastically change and improve the way you operate your practice, including:


Technology

  • Subsidised Advice Software Licences

  • Advice Software Templates

  • Workflow Modules

  • Data Feed Management

Services

  • Outsourced Product Research

  • Outsourced Paraplanning & SOA Production

  • Implementation Services

  • Client Liaison Services

  • Technical Advice support including SMSFs

  • SMSF Administration

  • Advice Software Customisation – Tools/Thread, Processes, Templates

  • Advice Software Support and Help DeskCompliance Support

  • Compliance Audit Services

  • Xero Support

Adviser Benefits 

  • Speed & Efficiency - Turn SOAs around quicker, implement faster and move client files into review/maintenance to free up more time for new business;

  • Quality - Have the peace of mind that the advice, research and implementation work is being handled to the highest standards, completely vetted and endorsed by your licensee - baking compliance into your process;

  • Cost & Profitability - Fixed priced service fees for research, SOA and implementation mean that you are only paying for services that are attached to revenue generating activities, not paying for idle staff and avoiding significant salary overheads. All contributing to the likelihood of improved profit margins.