What we do
We offer a comprehensive suite of solutions designed to streamline your processes—enabling you to focus on client engagement and strategic advice. Our support ensures your advice is faster, more accurate, and consistently compliant. Focus on your clients and compliance, while we power your advice—faster, accurate, and confident every time.
BLOG
The Role of Financial Institutions in Encouraging Responsible Investing
Financial Institutions play a vital role in promoting responsible investing, impacting both individual investors and the broader market
Read moreOur Services
Our approach enables to deliver tailored services promptly, helping you build a scalable and efficient business model. You can nominate an in-house champion at Carisma who will ensure the plan we develop accurately reflects your client’s goals, objectives, and needs. Our services include, but are not limited to:
- Client setup & Fact Find
- File notes
- Review packs
- FDS & CSAs
- Statement of Advice
- Record of Advice
- Execution Only
- Customized SOA template
- Online application
- Liaise with Product and Fund Managers
- Follow up with Insurance providers
- Mailing to confirmation letters
- SMSF Investment Strategy
- Pension and Contribution Tracking
- Data feed from Class Super
- Tax Packs
- Annual review packs
- Performance Reports
- Research Reports
- Investment Tracking and Analysis
- Quote Generation & Comparison
- Insurance summary
- Pre-Assessment
- Overdue premiums follow-ups
- Customized CRM Support
- Risk Profile tool
- RPA Solutions
- Power BI Solutions
- Platform Comparison
- Portfolio Analysis
- Investment Tracking
- Migration Support
- Projections
- Retirement
- Debt Management
- Aged Care
Platforms and Technology
