Enhanced Client Consent Functionality

Following partner feedback, we have introduced a new opt-in consent feature that allows users to share their platform information with the referring business,  whether accountant, financial planner or employer.

Users can:

• Opt-in during account creation.
• Provide consent later within their profile settings.
• Withdraw consent at any time.

For Management Console subscribers, consented user data can be accessed securely via the Audience Engagement section. This includes the ability to download reports and Statements of Advice generated within the platform.

This enhancement strengthens transparency, improves collaboration and ensures all engagement remains privacy-led and user controlled.

Savings and Investment SOA Upgrade

As part of our ongoing Approved Product List review process, we have introduced a new portfolio manager for Savings and Investment Statements of Advice.

Savings and Investment SOAs will now recommend Franklin Templeton portfolios, accessed via the PartnerVest platform, where appropriate.

Advice documentation has been updated to reflect these changes, ensuring consistency, compliance and alignment with current portfolio structures.

Introducing moneyGPS Advantage

moneyGPS has partnered with a national rewards provider to launch moneyGPS Advantage, a member rewards program offering access to discounts across everyday spending categories including groceries, health and wellbeing, automotive, retail and more.

Key benefits include:

• Complimentary access for all moneyGPS users.
• 24/7 support.
• Average annual savings of approximately $2,000.

The integration is seamless. When a user creates a moneyGPS account, they automatically gain access, no separate registration required.

This enhancement adds immediate, tangible value for members while strengthening long-term engagement.