Documents and entity management – the basis for great technology
NowInfinity has helped to make its members businesses more efficient, more compliant, improve their communication with their clients and their overall company models.
And it all started with documents and management. The ability to move around the documents they needed to run efficient and compliant businesses and to work with an entity management suite that was complimentary in nature.
“Advisers, accountants and SMSF strategists are so busy running their businesses, in the trenches, making the fundamentals of business easy, has become our business,” said NowInfinity CEO Amreeta Abbott.
By focusing on every single pain point which is felt and working closely with accountants and financial advisers across Australia, NowInfinity itself has been the innovative solution to all members.
Affirming its success is the calibre of businesses that partner with NowInfinity in its quest to find solutions and its integration with ASIC, Xero, Microsoft Dynamics, Salesforce, Class Super, New Zealand Corporate Office and many other financial institutions.
So, what cloud-based technologies should financial service practitioners adopt? The choice is yours.
“NowInfinity is on a mission to profoundly and fundamentally change the way businesses are functioning, workflows are implemented and documents are created, stored, updated and managed across the entire financial services and related industries,” said Abbott.
While NowInfinity’s opportunities are broad in terms of developing, and partnering to create new solutions for the financial services industry, its mission is neat.
Take its document and compliance offerings. NowInfinity embodies the dynamic nature of the Fintech space. It gives financial service providers access to over 60 tax and SMSF documents to implement strategies and advice for their clients. All documents are offered with integrated client information for efficient administration, facilitating compliant record keeping and meeting regulatory standards.
All documents are offered with integrated client information for efficient administration, facilitating compliant record keeping and meeting regulatory standards.
Knowing this part of their business is taken care off, professionals can concentrate on consumer outcomes and experiences.
“Technology can be overcomplicated to make it look more sophisticated and ‘out of reach’, but we have found when you simplify it, demystify it and demonstrate this with a collaborative approach to solving problems, users really warm to it,” said Abbott.
Sign up now to NowInfinity and you will receive a $100 document voucher, using the code word, nowinfinity!
NowInfinity, CEO Amreeta Abbott