The AMAFA Toolkit
At AMAFA, we’re here to help you achieve your business goals, whatever your preferred model. We thrive on adapting to an ever-changing advice landscape, embracing innovation and positive change to ensure your success.
Our experienced managers and dedicated support team are focused on your growth. We provide ongoing training, user-friendly marketing tools and purpose-built technology that empowers you to deliver exceptional client service with confidence and efficiency.
Our in-house development team creates and maintains AMAFA’s own software, designed exclusively for our advisers. This means our systems are agile, responsive to industry change and continually refined to deliver real value to your business.
Discover how AMAFA can help you grow your advice business.
The AMAFA Toolkit
At AMAFA, we’re dedicated to helping you achieve your business goals, regardless of your chosen model. We thrive on adapting to the ever-changing industry landscape, embracing positive change to ensure your success.
Our experienced managers and skilled support team are committed to your needs. We offer ongoing training, user-friendly marketing tools, and advanced technology, empowering you to deliver exceptional service to your clients.
Our in-house developers exclusively focus on AMAFA software projects, tailored to adviser needs. We’re agile, ready to respond swiftly to industry changes, and dedicated to delivering value-driven service to our advisers.
Our bespoke software platform
Mainstay is the heart of the AMAFA adviser and broker experience, a single platform that supports everything you do. It’s your go-to hub for running a professional, efficient advice business, with resources, updates and tools to make advice delivery seamless.
Mainstay also includes a Statement of Advice (SOA) builder and a comprehensive asset allocation tool, helping you deliver quality, compliant advice with confidence.
DiscoveryDocs is AMAFA’s online fact-finding and client engagement platform. It allows AMAFA advisers and brokers to send clients a secure web form, track their progress and capture key information efficiently.
All data collected flows directly into the CRM and SOA builder, eliminating double handling and saving valuable time. Forms can also be tailored to your requirements, helping to deliver a more seamless and professional client experience.
AMAFAConnect is our adviser marketing hub, designed to help you stay connected with clients through newsletters, announcements and personalised campaigns. It supports email, SMS and MMS communications, giving you flexibility in how you reach your audience.
The platform includes a rich library of templates, articles and multimedia content, making it easy to create and schedule bulk or individual messages, perfect for client milestones such as birthdays, anniversaries and reviews.
RevenuePlus is AMAFA’s proprietary, web-based revenue and commission management system, giving our advisers and brokers visibility over business performance.
Easily track commissions and revenue online, access past statements and generate detailed reports to analyse trends and understand the drivers of your business growth.
According to the Cambridge dictionary, the “mainstay” is “the most important part of something, providing support for everything else.” This is exactly what AMAFA mainstay is to us.
Mainstay is the go-to platform for all AMAFA advisers. It is a repository of all information a professional adviser needs to run their practice. It incorporates a SOA builder that includes a comprehensive asset allocation tool.
DiscoveryDocs is AMAFA’s online fact-finding and client engagement platform. With DiscoveryDocs you can send your clients a secure web form for completion, and track their progress.
Information gathered can be transferred to the CRM and SOA builder with single data entry. Forms can be tailored to your requirements.
This is our marketing hub, allowing you to reach out to your clients with newsletter and marketing emails. It includes SMS, MMS, and email marketing capability.
AMAFAConnect contains library of templates, articles and multi-media content. Send out bulk or individual messages which can be pre-programmed – great for birthdays or anniversaries
RevenuePlus is AMAFA’s proprietary web-based Revenue and Commission payment system. Track your commissions and revenue online.
It records all commission statements for future reference. Search and build reports to understand the detail of your business
Our partnered software platforms
Mercury is an award-winning business platform and CRM owned and supported by Connective, our aggregator partner for mortgage broking.
Mercury provides you with complete control over every aspect of managing your client relationships, tasks and workflows.
AMAFA has partnered with Iress to provide a fully integrated, AMAFA-hosted Xplan site which is supported by our internal tech team.
Michael Ord
Coremotion Financial Services
Since I joined AMAFA, I have been able to get on with the business of doing business in a compliant, friendly, and capable manner. Being a boutique dealer group has allowed them to move with the times, stay ahead of trends, and work collaboratively with us to run a better business.
Marybeth Banks
MB Financial Group
Our business would not be where we are today without Keith & Cheri and the support that we receive from AMAFA. Being solely in the Financial Planning industry my whole working life – it was all I knew – so the thought of venturing into Mortgage Broking was, at first, daunting. However, with the guidance, systems, and processes made available by AMAFA, we’ve managed to grow our finance side of the business exponentially!
Mortgage Broking brings the clients to MBFG, and Financial Planning is just a part of the process for all clients to ensure they receive the holistic advice that everyone should experience. After all, we have all the Fact Find information when doing the Financial Plan, so it just makes sense!
I’d recommend taking the leap to anyone, and I am so thankful that we did this with AMAFA!
Ken Filbey
Ken filbey Financial Services
For the short time I have been with AMAFA, I have noticed a significant difference in the ease of doing business compared to my previous Licensee. I now have reduced stress within me and the business.
The AMAFA team are always there for our business, and when you need things done, as well as systems training, they are very prompt in coming to help you.
Most importantly, I have saved a significant amount on license fees and reduced admin. The ease of doing business now also frees us up to write more new business.
Danielle Coventry
Engage Financial Planning
AMAFA is a very supportive and collaborative licensee. I have been with AMAFA since 2014, when I was establishing my business. Throughout that time, the team at AMAFA have supported my evolving needs, providing support whenever called upon and always being responsive to anything I have ever asked.
The community of advisors they have created is more like a supportive family, filled with people you can speak to for peer-to-peer support as your business grows.
I would recommend AMAFA to any prospective business looking for a great licensee to partner with.
Matthew Prentice
Madd Life
Working with AMAFA as our licensee for several years now has been a very positive experience, and we’ve been able to grow our business into what it is today thanks to their support.