Transform your SMSF solution with Integra Technology Solutions
Cutting-edge integrated SMSF software to drive down costs and increase efficiency
Integra Technology Solutions
Integrated SaaS Solutions
Integra Technology Solutions provides AI and machine learning driven solutions to SMSF data management within a fully enclosed technology environment. Our platform includes workflow, query management, customer service center, predictive analytics dashboard, online establishment capability, built-in CRM, integration with accounting software like Xero, document management, compliance monitoring, and trained OCR engines. We provide SMSF software services to the financial advisory and accounting market segments in Australia.
Why Choose Integra Technology Solutions
Expertise
Extensive reports engine
Automation of documents
Our team consists of experienced software developers and designers who have worked on a variety of projects. We have expertise in a range of technologies and tools, including cloud computing, machine learning, blockchain technology, and generative AI. Above all, we have integrated practical experience from SMSF professionals who contribute to the development of the software.
Automation of documents
Extensive reports engine
Automation of documents
We are committed to delivering high-quality interpretative data that can benefit clients from real time analysis. We have trained as part of the generative AI outcomes three OCR engines that work alongside each other to identify, read, understand, deploy and report documents such as trust deeds, investment strategies, insurance to the accountant or adviser for compliance monitoring and action as required. By combining the technology of Microsoft Tesseract, Oracle and Amazon OCR engines, we make available to you a powerful algorithmic capability to automate,action,file and notify both clients and users documents, all without human intervention.
Extensive reports engine
Extensive reports engine
Data shared along a common rail and integrated Dashboard
The power of the software lies not in the data ( although critical) but the reporting and outcome based actionable information.
Predictive analytics detect changes in data and information and present it to the adviser or accountant to take action or monitor and enhance the value to the client.
Using our unique rail based portal, data is shared along a common rail, meaning, that reports can be generated quickly and easily in a customised and bespoke manner to enhance the customer and client experience.
The extent of reporting is deep and referential and cross references, the workflow, data management, CRM,Service centre,internal accountant performance,time sheets and much more.
Data shared along a common rail and integrated Dashboard
Data shared along a common rail and integrated Dashboard
Data shared along a common rail and integrated Dashboard
Integra has developed an industrial strength series of integrated portals that seamlessly link to a personalised dashboard covering all aspects of your SMSF clients.
The portals which are dynamically linked include:
- Work flow
- Query portal
- Fund Production and status
- Internal accountant performance dashboard
- Online Customer service centre
- Technical services support
- Secure document transfer
- Extensive reporting suite
- Virtual Wall selection
- Real time uplift of data and information linked to your SMSF administration software
- Document management system
Autonomous Data Warehouse
Data shared along a common rail and integrated Dashboard
Real time analytics of your clients
We will provide this technology to you as a client of Integra. You will benefit from it by:
- Cost efficiency through higher automation
- Increased Data quality
- Streamlined Data Transformation
- Grow your business data without compromising performance.
- Automation of repetitive tasks
Real time analytics of your clients
Data shared along a common rail and integrated Dashboard
Real time analytics of your clients
The power of Integra is its ability to understand and meaningfully present analytics that manage diverse information, augment or initiate decisions. It enables actions to benefit your business and ensure continued and ongoing compliance of the SMSF's under your control.
Integra monitors and reports continuously via your consolidated dashboard and at each individual fund dashboard key information such as :
- CMA balances to alert the total cash held across all platforms with data feeds.
- Which members have insurance
- Pension or accumulation members across all funds
- Total investments held and the break up and performance of each asset class
- Status of completion of all funds including tax lodgments
- Membership age profile analysis
- Contributions and limits
- Trustee structure analysis
- Tax returns outstandin
- Fund balances and trends
Integra Technology Solutions will change how you approach sm
Innovative Software Solutions for Your Business
At Integra Technology Solutions, we are dedicated to providing innovative software solutions that help businesses streamline their SMSF operations, reduce cost and increase productivity. Our team of experienced developers and designers work with you to understand your unique needs and deliver software applications that significantly enhance client outcome and value. We can make a substantive difference to how you work, engage more closely with clients and deliver information and outcomes that enrich the client relationship.We have the expertise to deliver high-quality solutions that meet your needs.
