​New product to break broker/planner info silos

by 17 Feb 2014
Rubik Financial has announced the launch of a new product designed to facilitate brokers and financial planners working closer together.

The company has released a new interface that integrates its wealth planning software COIN with Stargate Technologies’ loan management tool, SymmetryCRM, used by over 2,500 Australian mortgage brokers.

The interface will initially allow financial planners using COIN and mortgage brokers using Symmetry to push client information to each other’s respective platform.

Wayne Wilson, Rubik managing director wealth, said the specially developed interface reflects the more holistic approach to debt management applied by brokers, and the increased focus on client acquisition for planning groups.

“This is the first initiative that we and Stargate Technologies have developed for our combined market of professionals who operate highly complementary businesses, and are likely to work more closely in the future as markets evolve,” said Wilson.

“We are delighted to work with Stargate Technologies to allow greater collaboration between advisers and mortgage brokers that enhances their ability to target, qualify and service clients.”

The interface will include over 100 data fields, allowing for simple cross-referrals, saved data entry time and a seamless financial management experience for the customer. Access to the interface will depend on collaboration agreements in place between planners and brokers.

Brett Spencer, Stargate Technologies CEO, said the interface marks a big step in connecting two distinct segments of the financial services sector.

“We have worked effectively with the Rubik team to build a solution that brings together financial planning and mortgage broking through the sharing of critical information that would otherwise remain underutilised in siloes,” said Spencer.

“We look forward to potential future projects with Rubik that allow for further collaboration between financial services segments.”