Powered by MOMENTUM MEDIA
subscribe to our newsletter
Wealthtrac launches app to monitor super

Wealthtrac launches app to monitor super

Reporter
30 October 2014 — 1 minute read

Wealthtrac has launched an app for its wrap product that will enable Wealthtrac members to monitor their super on their mobile devices.

The “wrap shareable app” will provide access to Wealthtrac members’ own accounts, allowing them to monitor daily performance and access product disclosure statements, said Wealthtrac chief executive Matt Johnson.

Mr Johnson said the shareable app was formed after Wealthtrac recognised the “seismic shift” occurring in the delivery of financial services and information.

Advertisement
Advertisement

“Using Wealthtrac’s sister SMSF shareable app, launched last year, members can set up an SMSF, transfer assets to their fund and access information on SMSF borrowing,” Mr Johnson said.

“The world is moving mobile at a rapid pace and this new wrap shareable app recognises this phenomenon,” he said.

“We have more digital innovation in the pipeline as we seek to continually improve our service to advisers and members.”

Wealthtrac launches app to monitor super
default
smsfadviser logo
join the discussion

When do you plan to undertake the exam under the new adviser education standards?

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.