Change is coming to Strategy Steps. It’s nothing to worry about. In fact, we think it’s something to get excited about because, ultimately, it will deliver better work solutions to you as well as boost your business prospects.
Desk Caddie’s content will remain as up-to-date and dependable as ever. And the ongoing analysis of legislative changes and their impacts on financial planning strategies will continue to be delivered in a timely and accurate way.
As we’re changing the way we do things, we felt it was fitting to give the system a new name – wealthdigital. The first of many changes, wealthdigital’s new features are designed to transform the way you run your practice.
It will provide an essential integrated business solution that’s easier to use than ever before to allow you more time to increase the profitability of your business.
When you open wealthdigital for the first time, you’ll recognise the same great content but it will have been reorganised and re-labelled. Prominent new navigation tips will help make the transition a smooth one.
A new home page will outline the valuable and informative changes that will help you immediately. Inside, the more logically-ordered content will be more easily tracked via renamed menus. Over time, these changes will become more intuitive as we broaden and deepen the content.
All of these changes are aimed at helping you achieve a more profitable practice with better business outcomes.