Altertude – Client perspective
Roger Scharges
Senior Onboarding Consultant
Clients in-the-know make healthier financial decisions with GTC
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Whilst global technology progress – across all industries – was accelerated as a consequence of remote working due to Covid-19, GTC’s tech journey began a long time before this. For some twenty years GTC has been progressively building bespoke digital solutions for the operations and management of our business, and most importantly, integrating this into our financial advisory processes.
This singular platform, named Altertude by GTC, has enabled us to manage both our private clients and our large base of retirement fund members (GTC operates the 6th largest umbrella retirement fund in South Africa).
Superior record keeping, task management, work-flows, status reports, visual dashboards, together with a consistency of advanced financial planning capabilities for each individual investor are at hand. Less staff are required to undertake these significant business processes, and little hard-paper storage is needed. This improves efficiencies, people morale, as well as enhancing client security and confidentiality.
Importantly this digital framework gives each investor a holistic view of their financial affairs, combining that which has traditionally been separated into the independent silos of retirement funding and personal investing.
Technically, in order to provide this single composite view of one’s financial planning GTC needed to unite all business systems, products and services. Every GTC client now has access to their own personalised financial analysis enabling them to review their existing and future financial wellness. As with any digital solution, the more information that is inputted, the more accurate the projected outcomes are.
Whilst not being an exhaustive list, the individual components of Altertude that are important to an investor include TrueNorth, UniFi, RunwayEdge, MAPS and FlightPath.
At GTC we’re proud of Altertude and the profound impact it is having on our clients’ lives, many of whom access the system with the assistance of one of the members of the Member Advice Portal Support (MAPS) team member or a GTC professional financial adviser.
Here is what a few of GTC’s clients had to say about their experience of the TrueNorth system when interviewed by our media liaison:
To gain access to your personalised financial analysis and to gauge your progress to financial freedom, please contact the GTC MAPS team or discuss this with your GTC financial adviser.
