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Are you ready

To think differently?

Introducing Hero360

Cloud based wealth advice & CRM Software

Software for
Paraplanners

Introducing the first Just In Time (JIT Management System) for the Financial Advice industry that will empower inhouse and outsourced ParaPlanners to do more in less time. Offering Ai and Bi enabled QuickTEXT solutions, full access to financial data that can be instantly compared and full insurance research and quoting capabilities, we know we can make your world better.

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Software for
Advisers

One single data collection point and you’re away! Write your SoAs with ease using our self analysing fact finder, needs analysis calculators, online quoting and research, instant cashflow reporting, SmartCheck alerts, predictive FDS Management and Opt-in as well as a bundle of comprehensive CRM tools. See how easily Hero360 can add value to your business.

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Software for
AFSLs

Build analytical reports across all aspects of your AFSL. We automatically find correlations in your data, build the most relevant content, and provide a narrative to explain the results. You can also ask questions for better results and blend multiple data sources to produce stunning visualizations and infographics.

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Advisers

Be at the forefront of technology by Humanising the Digital process©

Create advice that your clients not only understand but will become more engaged with. Hero360 brings to the adviser a single point of entry and a single data entry point long been the desire of productivity. Our technology makes Cash Flow Planning, Estate Planning, Advanced Insurance Planning, Goal-Based Planning, Debt based Planning, Practice Management, Investment Planning, Retirement Income and Scaled Advice seamless to create, manage and engage.

The stunning UX design enables you to highlight onscreen to your clients both the pre-advice and post advice position with our Point of Advice display, available to be used on any device.

We have created dynamic financial working papers and calculators that boost your advice and your position with your client.

Our inbuilt client Fact Finder has been designed to increase your KYC capabilities and even creates the baseline from which you can give advice as you enter the information.

software
data collection

Single entry data collection

It's knowledge in action. Use our self-analysing online fact finder and built-in advice discovery app to reduce your workload while getting to know your client better. Once you enter the details into the fact finder, it will pre-populate all other apps so you only have to enter the data once.

Instantly understand your clients’:

  • Cashflow position
  • Insurance gap position
  • Superfund performance
  • Superfund accumulation
  • Estate planning risk

Individual client engagement

Dashboard: Clean, simple and easy to navigate dashboard makes it easy to be transparent with your customers. Use the client facing apps to support your advice with the ability to show your clients visually their current position and your plans for their future. Whether it be a cashflow position graph or a comparison of stocks and funds, your client will respond best to visual cues rather than numbers on a page.

Automated Email, VOIP and SMS Capabilities: Do you want to automatically have birthday and anniversary messages sent to your clients without having to keep track of upcoming events? Do you want to record your customer interactions and save them in one portal? Let Hero360 do it for you! Use your Office365 account, Skype and Facebook interactions and send two- way SMS to clients so you can propel your practice into the next digital wave, so you have more time to do the things you want to do. A single interface for multiple channels — SMS, phone calls, in-app chat, email, and messaging apps to save you the effort of maintaining separate integrations, and of course have all communication history saved in one portal.

Now the AFSL can view and engage Adviser and Client activities with the highest of monitoring capabilities available.

client engagement
predictive FDS management

Predictive FDS Management and Opt-in

Create your client value proposition and clearly demonstrate your value with your clients every day, every time. Introducing Hero360 Fee Disclosure Statement- a unique AI and BI enabled client engagement app designed to monitor, manage and interact with your client based on your agreed service levels. Instantly produce yearly notices, opt-in and reporting with full transparency and automation, designed to keep you compliant and your clients engaged.

Online quoting and research

Forget static calculators and embrace the dynamic world of lifestyle calculators and research that will change forever how you calculate your client’s needs.

Our calculators have the ability to predict and monitor your client’s financial position at the time of claim and estimates the period your client could survive until welfare payments would be required, now that’s a WOW with your client.

Set and engage superfund accumulation desires with your client with our Hybrid Accumulation calculator that even considers off-platform assets, contributions to date and will even devise the contribution strategy to ensure your client will always be on target for their accumulation needs and it does this in the back ground so you don’t have to worry.

We provide real lifestyle client calculators so you can:

  • Calculate if that balance transfer is the right thing for your client
  • Run different scenarios for extra mortgage repayments vs creating an outside investment
  • Find out which is right for your client- Rent vs Buy calculator
  • Calculate your client’s savings goals, allowing for random percentage returns and additional deposits to see the end result instantly on the screen- so you can show them immediately!

In addition to this we have the adviser focus calculators including the Monte Carlo Calculator, Centrelink Calculators, Pre-Pension/Post Pension, SMSF calculators, and did we mention you can compare over 19,000 managed funds along the way with a client linked calculator that allows you to set the assumptions?

And when you need to do a quote, one click completes a live application and insurance calculation.

ouline quoting
instant cashflow reporting

Instant cashflow reporting

Welcome to 50-20-30, the easy to understand budget strategy that will change how your client sees money and how your advice can be more dynamic. There are few Advisers who consider they have total control or command over the financial management and performance of their client’s wealth. While such specialised assistance is necessary and valuable more can and should be performed in getting clients to understand their position and this can be best achieved using easy to understand visual aid.

Leverage rich insights to cross-sell and up-sell financial products and services that fit your customers’ unique goals and needs and create one click outcomes that engage your client, gives you realisations into their spending behaviour and builds their wealth. Help consumers set a budget and stay on top of their income and expenses with Cashflow powered by MuniBOX. By streamlining budget planning, your client can proactively manage their spending and gain a higher understanding into their spending behaviour.

WealthMAP® technology

Underpinning Hero360 is the Patented WealthMAP® technology that places our users at the forefront of technology by Humanising the Digital process. WealthMAP® technology makes Cash Flow Planning, Estate Planning, Advanced Planning, Goal-Based Planning, Debt based Planning, Practice Management, Investment Planning, Retirement Income and Scaled Advice seamless to create, manage and engage.

wealthmap

ASFL

Advice monitoring

To complete our platform Hero360 provides the first rules-based compliance file checking app. This highly effective rules-based app alerts the compliance team and adviser to incomplete client files. This ensures greater transparency and compliance and with call to action tagging and visual icon alerts, all parties will instantly know not only what is missing or required but a direct file link position makes it even easier to correct.

advice monitoring
practice management

Practice Management

Empower your advisers…. Workflow is the client business module that is designed to track, monitor and allocate the workflow process within an office. It allows you to allocate tasks and due dates together with customisable follow up actions. Hero360 is fully transparent and supports the practice as a whole, this is why all paraplanners and support staff can run off the one adviser’s licence for the software at no extra cost. That's right, one office- one cost.

Compliance Management

We understand that Key Compliance concepts as outlined in ASIC RG104 must reflect the very nature, scale and complexity of the AFSL which is why we have built the AFSL BI system of the platform to mirror

  • the products and services you offer
  • the diversity and structure of your operations (including the geographical spread of your operations and the extent to which you outsource any of your functions)
  • the volume and size of the transactions you are responsible for
  • how many of your clients are retail and how many wholesales
  • whether you give financial product advice and, if so, whether it is personal or general advice
  • whether your main business is the provision of financial services
  • the number of people in your organisation

Collectively our platform provides you with full and unparallel access and interaction to the Advisers business both within the Pre-Advice and Post Advice arenas.

Now the AFSL can view and engage Adviser and Client activities with the highest of monitoring capabilities available.

compliance management
AFSL audit technology

Full AFSL Back-Office Audit Technology

Introducing the most advice BI tool for the advice industry. Hero360 empowers the AFSL back office capabilities and audit offerings. This rules based technology starts with the initial adviser fact finder auto investigation to managing the post advice position for advisers in real time.

Using over 100,000 datasets as part of the procedural pattern management, your AFSL team will be the enabler of compliant advice. Using a drop and drag format, any member of the team can create real time reporting that instantly identifies changes to advice positions, share and create stunning reports with co-workers and compliance teams, instantly know your risk and reward status of individuals.

Gain oversight into what is happening and drill down on data to gather real insights with your advisers and empower your BDMs to enhance the reporting capabilities to your adviser network.

Paraplanners

compliance

Designed with compliance in mind

From the beautiful UX that encompasses full access to client data, dynamic calculators, research material and with the addition of SmartCheck that even checks the Fact Finder to ensure you have everything to get started, life as a ParaPlanner has never been so good.

QuickText

Introducing the evolution of SOA Generation… QuickText and QuickText IQ. No two SOAs should ever be the same and no paraplanner should ever have to pull their hair out.

QuickText is a knowledge based app that stores advice & product related text for use in an SOA and is intended to foster ‘Peer to Peer SOA’ compliance. The convergence of BI and AI capabilities in a ready to use strategy and SOA text generator, designed to ensure Pre-Vetting and Compliant SOA text is stored for use within Advice SOA, QuickText is the most advance and simple to use advice and paraplanning app available within the market place.

Simple point and client inclusion, full edit and formatting options, image placement and hyperlinks all make the creation of the SOA fast and effective with the key being compliance.

An individual can create, share and edit text based on the outcome of the SOA.

QuickTEXT
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How can we help?

Hi There! Thanks for stopping by... Still have a query? Please contact one of our heroes for a helping hand today.
hello@hero360.com.au (+61) 03  7006  5272