knowITdigital, through wealthdigital, provides the foundation for building leading-edge financial-planning strategies.
It does this using a combination of:
- Its industry-best goals-based strategy planner
- A comprehensive legislative and technical resource library
- Wide-ranging and systematic strategy execution workflow options
wealthdigital also provides:
- A client marketing area
- The latest legislative and regulatory news
- Relevant facts and figures
- A legislation tracker
- Rates tables
- Website links
- Templates
- A comprehensive glossary of terms
knowITdigital also offers a range of allied services including:
- Continuous professional development
- Vocational education and training
- Technical consulting
- SOA/SOAA development and maintenance