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.
“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.”