Provisio SOA tool can test 'reasonable basis'BY BEN COLLINS | FRIDAY, 27 JUL 2012 11:55AMProvisio Technologies has released a comparison tool that it said can compare super funds and prepare statements of advice which are compliant with the 'reasonable basis' clause. |
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The Financial Standard podcast Tune in each week as we discuss the latest developments in Australia's wealth management industry. |  |
It is great to see the increase in businesses offering scaled-down software offerings that can be used for low-cost advice businesses. The main step forward for these groups will be ensuring the produced template does not just include the financial data of the software but adequately produces a Statement of Advice document, straight "out of the box". Keep it Provisio and Midwinter!