Fourth Line, a leading RegTech risk management and compliance system for financial advice, today announced that it has been appointed by Wealth Today Pty Ltd as an embedded service that will redefine the way it reviews and delivers quality financial advice.
Fourth Line will provide a range of services including pre and post advice reviews for existing and new advisers, providing a range of analytics and benchmark reporting to assist Wealth Today in continuous improvement of quality and timeliness in its advice processes.
Wealth Today CEO, Keith Cullen commented “Fourth Line is enabling us to innovate and redefine the way we review advice and better coach our advisers in the creation and delivery of that advice. We value the partnership with Fourth Line as it’s facilitating improvements in both the quality of advice and speed of its delivery.”
Fourth Line CEO, David Travers commented “We are very excited to be working with Wealth Today to improve advice through the provision of a robust system that creates deep insights into the provision of financial advice. Our system incorporates world leading technology through our partnership with Swinburne University and our collaboration with Mills Oakley provides the most rigorous and comprehensive financial advice review process available. We provide continuous insights that enable improvements in both the quality, timeliness and the cost of financial advice”.
