YTML launches advice app aggregator

Financial planning technology provider YTML is launching a financial advice app store.

The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents.

Some of the providers already involved include SuiteBox, AstuteWheel, Omnium and ChantWest.

YTML chief executive Kevin Liao said the Seido App Store goes beyond the traditional app store.

"It is designed to not only act as a central location where advisers can access apps they need, but also as a seamless connector of those tools and importantly, an efficient creator of advice documents," he said.

"Seido is therefore not just an aggregator of advice technologies, but also of advice processes."

The documents produced by Seido were developed in response to feedback from licensees and practices that advice documents are unwieldy, take too long to produce and are not easily understood by clients.

"With one sign-on, the Seido App Store allows licensees and advisers to select tools in the store that they believe represent best practice, and at the end of the process receive documents their clients are more likely to read and comprehend," Liao said.

Seido will be officially launched at the Association of Financial Advisers' National Adviser Conference on the Gold Coast this week.

Read more: YTMLKevin LiaoAssociation of Financial AdvisersAstuteWheelChantWestOmniumSuiteBox
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