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, Umlaut 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 3 240 Queen Street Brisbane Q 4000
info@insightinvestments.com.au
Phone : 07 3018 0400
Fax : 07 3018 0399