After 12 months of gathering partner feedback, we’ve developed a roadmap for the future of the moneyGPS management console. Phase 1 development is now underway and includes:

• Audience Engagement: Users will be able to consent to sharing their information, surveys, and documents (including SOAs) with you, all available in a new dashboard inside the console.
• Onboarding Checklist: Track your progress across moneyGPS forms, marketing checklists, eDM approvals, launch programs, and more.
• Resource Centre: A variety of tools and resources will be available directly inside the management console for your convenience.

Future releases will bring even more value, including an interactive marketing dashboard, reporting and analytics, enhanced subscription management, streamlined meeting scheduling, and a knowledge base.

First Home Super Saver Scheme (FHSSS) SOA

We are also busy developing the long-requested First Home Super Saver Scheme Statement of Advice. This feature will help boost savings for first home buyers and expand advice opportunities for your clients. An updated release date will be shared once testing is complete.

So stay tuned.