Industries · Financial Planning

Technology support for financial planning practices

Advice runs on trust, and trust runs on how you handle client information. GBS gives planning practices security a licensee audit can tick, systems that don't interrupt client reviews, and one local team behind it all.

Sound familiar?

Sound like your practice?

Your licensee's annual audit asks harder cyber questions every year, and assembling the evidence takes days
Client files hold everything, super, insurance, estate details, and a breach would be reportable, public and unrecoverable for the brand
Xplan or your advice platform crawls at the worst moments, and nobody can say whether it's the software, the internet or the PC
Advisers work from home, client offices and the car, on devices nobody centrally manages
Fee disclosure, consent and review cycles generate mountains of documents that need to be stored, found and protected

Let's fix that

How GBS helps financial planning businesses

Compliance evidence on tap

MFA everywhere, encrypted and centrally managed devices, email protection, logged access and tested backups, mapped to what licensees and regulators actually ask for, and documented so audit week is an email, not an excavation.

Advice software that behaves

We manage the environment around Xplan, AdviserLogic and your planning tools, sizing the hardware, fixing the network bottlenecks and dealing with the vendor when the platform itself plays up.

Professional client communications

A cloud phone system that presents one professional number wherever advisers work, records calls where required, and routes review-time call volume properly, plus secure printing and scanning for the paper trail advice still creates.

We work with practices on Xplan, AdviserLogic, Midwinter and Microsoft 365, and alongside your licensee's security requirements rather than in conflict with them.

Everything under one roof: IT Services Print Solutions Telecommunications

Be the practice your licensee holds up as the example

Book a confidential chat about your practice's security and systems. No jargon, no scare tactics, just a clear picture and a plan.

Prefer to talk? Call us on 03 5562 8233