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
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 you 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.
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.
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. And 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.
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.