Specialising in Financial Industry Solutions

AllMyFunds is a web application that provides low-touch scalable
superannuation advice, modelling, reporting and call centre solutions.

Light Report

One of our key reporting facilities, its function is to send reports to all clients of an adviser to comply with the 'No Advice No Fee' rule or to orphan clients of a corporate super fund to heighten the engagement with the fund.

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Ongoing Advice Report

Ongoing Advice reporting gives the advisers the edge to manage enquiries that arise from light reporting or from those clients with low account balances that walk-in.

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Opt-in

Meets ongoing compliance / notification requirements of FoFA including bi-annual opt-in agreements for new clients and annual member benefit statements for grandfathered and new clients.

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Specialising in Financial Industry Solutions

AllMyFunds is a web application that provides low-touch scalable
superannuation advice, modelling, reporting and call centre solutions.

Light Report

Ongoing Advice Report

Opt-in

Stay Connected

1300 766 576 | info@allmyfunds.com.au

Specialising in Financial Industry Solutions

AllMyFunds is a web application that provides low-touch scalablesuperannuation advice, modelling, reporting and call centre solutions.

Light Report

Ongoing Advice Report

Opt-in

Stay Connected

1300 766 576 | info@allmyfunds.com.au

AllMyFunds is a web application that provides low-touch scalable
superannuation advice, modelling, reporting and call centre solutions.