Robo Advice for super funds
Your members. Your advice. Delivered online.
As the world is propelled into the digital realm—now is the time for super funds to take today's technology and apply it to the next evolution of digital member engagement.
For super funds looking to grow and scale their business, Iress’ robo advice software increases both automation and efficiency, while reducing the cost of scaled financial advice.
Complete with your own branding, it allows you to diversify your service offerings, extend your value proposition and directly engage with your members easily and effectively.
It provides your members with an automated, self-service financial advice offering, accessible via your website or portal, from any device, 24/7. By drawing on your members’ known data, it provides them with a head start for their online advice journey—focusing on specific goals enables them to execute targeted strategies for better financial outcomes.
Super advice 24/7
- For super funds of any size, available as a stand-alone offering, or for more complex advice requirements, it can be paired with advice provided by financial advisers at the super fund.
- Includes advice journeys such as retirement adequacy, insurance needs or savings goals and includes educational content to help members understand, and navigate, their financial well being.
- Intuitive and engaging—easily allowing members to see how their finances are tracking over time.
