Pathway offers virtual workspace for advisers

Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients.

Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable advisers to hold online video meetings, edit online forms, use digital signatures to sign documents with clients and complete transactions using any internet enabled device.

Pathway head of advice development, Peter Boston said the group is always looking for ways to make the lives of advisers and clients easier.

"Suitebox represents a great addition to our XPLAN Model Office, enhancing the way clients and advisers communicate and work together," Boston said.

Suitebox chief executive Ian Dunbar said: "Pathway is setting the example around digital efficiencies for advisers and is an ideal partner as they are already supporting advisers with their financial planning software. Adding SuiteBox allows those efficiencies to be leveraged so financial advice is provided in a highly engaging manner."

"With the rapid advancements in technology in our industry, we see Pathway's role as being to work with advisers and help them navigate and keep pace in this fast-changing environment," Boston added.

Read more: PathwaySuiteBoxNetwealthXPLAN Model OfficePeter BostonIan Dunbar
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