StrategySteps rebrands as wealthdigital improves Desk Caddie functionality

8th February 2017

knowIT Group has rebranded StrategySteps as wealthdigital and enhanced and refreshed the website in order to deliver better work solutions for advisers.

“The new features will help improve practice efficiency and help achieve compliance with regulatory requirements. wealthdigital provides an essential integrated business solution that’s easier for adviser to use, allowing them more time to increase the profitability of their business,” said Wayne Wilson, CEO of knowIT Group.

“wealthdigital will still be powered by Desk Caddie, and Desk Caddie’s content will remain as up-to-date and dependable as ever, including delivering ongoing analysis of legislative changes and their impacts on financial planning strategies in a timely and accurate way.

“Over time, users will notice that Desk Caddie becomes progressively superior as we implement the improvements that advisers have said they need in order to run efficient and profitable practices,” Mr Wilson said.

wealthdigital will combine research, planning and strategy features as well as workflow and management tools.

38/23 Narabang Way
Belrose NSW 2085
T: 1300 000 499