TIQK a RegTech SaaS company based in Sydney, Australia today announced a strategic partnership with Practifi, the business management platform for financial advice and superannuation.
TIQK CEO Steve Thomson said he was “delighted to announce this strategic partnership with Practifi, who, from the early days of TIQK’s inception, have shared our vision of making it easy for advisers to ensure that their advice is not only compliant, but is in the best interests of their client. A component of this partnership will be the development of an integration that allows Practifi users to have the power to seamlessly audit Statements of Advice at their fingertips”.
Additionally, the integration will deliver TIQK data insights to the Practifi dashboard, presenting a unified view of the practice and advice provided.
“We’re excited to welcome TIQK into our rapidly growing partner ecosystem. The combination of Practifi’s business management capabilities and TIQK’s auditing tools significantly reduces the burden of compliance for advisers and licensees. This partnership makes proactive compliance management a reality,” says Adrian Johnstone, Chief Commercial Officer of Practifi.
The partnership will enable a truly end-to-end solution for financial advisers as they progress a client from prospect through to presentation. The integration of TIQK’s audit technology will enable the fully automated compliance and risk review of advice before it leaves the Practifi environment, ensuring the advice presented to the client is in their best interest.
As originally seen on Australian FinTech
Practifi is the business management platform for financial advice and superannuation. With a fully integrated ecosystem that is built for growth, Practifi allows advisers to run their business in the cloud, automate processes, connect point solutions and engage more meaningfully with customers.
Visit www.practifi.com for more information