The Wealth Management Institute of Australia was born from the exasperation of Financial Advisors. Unfortunately - despite the digital revolution - account keeping requirements have only increased in financial services as the years have rolled on.
With increased paperwork and account keeping requirements, these days financial advisors spend a majority of their time preparing and fulfilling their account keeping duties. Time can be better spent gaining new clients (and therefore increased revenue) than preparing paperwork and that's exactly how WMIA help.
From automated paperwork generation to calling financial institutions, our team of dedicated admin and tech experts can work with you to both automate and streamline your existing processes.
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