The moneyGPS digital advice platform has been refreshed with a new look and smarter functionality. This release brings the platform in line with our updated branding guidelines while enhancing user experience, increasing engagement, and delivering stronger client outcomes.

What’s New

• Refreshed Interface: Updated branding, styling, and layout for a modern, seamless experience.

• Improved Payment Gateway: Enhanced integration for smoother transactions.

• Coupon Code Discount: A new checkout field allowing customised offers for users.

• Coach Sessions on Sign-Up: New members booking their first Check-Up report are now invited to a complimentary session with a GPS Coach.

• Expanded SOA Qualification: Broader criteria for both Salary Sacrifice and Savings & Investment Statements of Advice.

• Insurance Needs Analysis: Updated calculations for more accurate advice recommendations.

Greater Partner Visibility

We know that many partners want their brand front and centre in the platform experience. While we continue to work closely with compliance and legal teams on this enhancement, we’ve already made one change: partner logos now appear in the top navigation menu where the moneyGPS logo would normally sit.

Together, these upgrades deliver a smoother user journey, greater flexibility for partners, and stronger results for clients.

Book your free demonstration today to explore the refreshed moneyGPS digital advice platform and see firsthand how these enhancements can support your firm.