Our Services

Technology

 

We use technology to help you offer better advice and service and minimise the time needed to be compliant.

Technology

Better advice and service

Using our technology systems and tools, you’ll be able to quickly prepare safe, high quality, client friendly advice documents. Systems are continually improved based on the feedback of practitioners to ensure they are functional, user friendly and adding value.

Technology

Technology Support Tools

Tools

At Insight, we use Xplan paired with Xplan consultants, Enzumo to help you customise the powerful tool to your business.

Strong Systems

From diaries, workflow and CRMs to Fee Disclosure Statements and more, you’ll be able to streamline your work and ensure compliance at the push of a button.

Efficiency

From discovery to implementation and review, our technology systems will free you to put more time into your core activities.

Technology

Support Tools Include

Contact us

Level 6/200 Creek St Brisbane Q

info@insightinvestments.com.au

Phone : 07 3018 0400
Fax : 07 3018 0399