Solution introduction
LiLLY has been designed to digitise and automate core components of the financial planning process including the production of automated statements of advice
The first software in Australia to digitise and automate the financial planning lifecycle
LiLLY replicates existing back office and paraplanning processes in a digitised environment to eliminate manual processing and the time and cost of SoA production.
Significantly reducing turn-around times, cost to produce SoAs and production risk, LiLLY delivers unparalleled improvements to practise productivity, margins and profitability.
