Delivering bespoke, compliant, and
market-leading digital advice
moneyGPS consists of an Expert Partnership Group covering technology, compliance & risk, integration specialists and digital development.
Digital Advice Experts
Compliance & Risk Management
Integration, Implementation & Development Specialists
Data
Data is collected when the user completes our interactive digital fact find. We cleanse and organise the data into a format that is meaningful to the calculation and advice engines and store it in our database.
Calculation engine
Our powerful calculation engine consumes data provided by the user and processes it through a series of complex formulas. This processed information is organised to enable the advice engine to make decisions.
Advice Engine
The advice engine is central to all of our software’s processes. It consumes information from the database, the outputs of the calculation engine and 3rd party databases. This information uses logic-driven scenarios to determine strategy and product recommendations that meet the client’s best interests.
Digital Engineering
We partner with tech and digital engineering experts Novigi & Affinity. As specialists in the finance and wealth industry, we leverage their engineering capabilities to help build out client journeys.
About our Security
Storage & Encryption
All data is stored with Amazon Web Services (AWS) Cloud Security within Australia. Our database has Advanced Encryption Standard 256—the toughest level of global encryption.
24/7 Monitoring
The database and app are monitored 24/7 by an AWS-approved partner.
Sensitive Data
No government-linked sensitive data is stored. Clients can request to have their data removed at any time.