The Affinity Partner Program delivers leading edge technology solutions.

Affinity Partners have access to a comprehensive suite of leading edge financial planning desktop technology.

Our technology automates the entire spectrum of financial planning functions - from client and portfolio management, to workflow, estate planning, insurance, debt consolidation, technical support, SOA production, enterprise reporting, reconciliation processing and a unique probability analysis program.

This has resulted in an end-to-end advice model which alleviates down time for advisers, giving them more time to spend with their clients and grow their business, while minimising the resources required. Our solutions include:

FAME
Financial Advice Made Easy (FAME) is an online solution that unites the entire financial planning process and is exclusively available to Affinity Partners. FAME integrates with our diagnostic and modelling proprietary software, True North. The result is a fully integrated and automated technology solution.

True North
Our proprietary diagnostic modelling tool, True North, is exclusively available to Affinity Partners. Advisers help clients set their wealth management goals and strategy, and True North determines the likelihood of clients to achieve those goals. The tool gives clients more control and greater certainty with their financial future.

Desk Caddie
An online library of technical, legislative and strategic resources which is updated on a daily basis.

Online Training Support
Continuing professional development is central to the PFS offering.

Fitness Club
Provides the practice management framework for Affinity Partners to review, prioritise, monitor and improve their practices. It enables Affinity Partners to achieve their business objectives with greater clarity and certainty.