Why Use Instead
Instead has something for everyone. Whether you are an
Accountant, SMSF Auditor, Financial Planner or an SMSF
Member, Instead can improve your service levels, efficiency
and cut your costs.
Instead was designed and built specifically for the Australian financial services industry. The architects behind Instead combined their decades of experience in financial services to provide an efficient solution to bridge the service and information gap for all key stakeholders. Instead’s multi-layered permissions allows several parties to securely share a single data-set.
Instead provides daily up to date portfolio valuation and reporting which is updated by the administrative service provider.
The compliance module ensures all parties are viewing the same requirements to ensure that the SMSF is at all times compliant and that all requirements of the SMSF are met.
The document management system provides a centrally located, transparent and paperless environment for everyone. Every event is captured and recorded.
Check out how Instead can help you.
Instead was designed and built specifically for the Australian financial services industry. The architects behind Instead combined their decades of experience in financial services to provide an efficient solution to bridge the service and information gap for all key stakeholders. Instead’s multi-layered permissions allows several parties to securely share a single data-set.
Instead provides daily up to date portfolio valuation and reporting which is updated by the administrative service provider.
The compliance module ensures all parties are viewing the same requirements to ensure that the SMSF is at all times compliant and that all requirements of the SMSF are met.
The document management system provides a centrally located, transparent and paperless environment for everyone. Every event is captured and recorded.
Check out how Instead can help you.