Testimonials
“A light went on in my head when I experienced Easy Monitor as it is the first externally available, comprehensive operating portal for Licensees to capture activity and data in their practices.
The system enables licensees to reinvent how they work with their practices, capturing information in a more efficient and robust way. That’s a less manual, lower cost way of doing business.
Most Licensees have developed their own internal spreadsheets and databases over time; however, Easy Monitor is in its own swim lane as an off the shelf system for a licensee. I would definitely recommend a demonstration of how it could work for your Licensed Group.“
Tom Reddacliff
“We engaged Easy Monitor as a tool to manage our people within our dealer group, Unique Advisers. We found the onboarding process extremely efficient with new advisors being fully processed inside 2 weeks. Highly recommended for time poor Responsible Managers.“
Cameron Stevens
“I have known Leigh Anoos since 1992 when she was a financial adviser with a banking institution where I was the Managed Investments Administration Manager and Responsible Manager for the bank’s Australian Financial Services Licence. Since then I have witnessed the expertise, professionalism, determination and innovation that Leigh has brought to the enterprises that she has conceived and established herself.
From building her own financial advisory business to assisting Advisers transition out of their practices and more recently with her current cloud-based fintech endeavour, Easy Monitor. Leigh demonstrates exceptional entrepreneurial skill, having worked diligently and collaboratively with stakeholders to ensure the success of the businesses that she has developed.
It has not been an easy road in financial services where compliance and associated technology is not ‘on trend’, but remains critical for a robust financial services industry, to enhance the sector’s integrity and renew trust with the broader community. Easy Monitor may seem yet another ambitious fintech endeavour focused on assisting industry participants to improve the efficiency and effectiveness of their practice, but as a financial services professional, I have not observed any other product that comes close to having functionality that Easy Monitor delivers. It is a cloud-based software developed with superior capability for proactively managing group performance across multiple measures to save on costs and reduce risk for the adviser, the dealer principal and the advisers’ clients alike.
The remote oversight capability from any device provides a tool for proactive risk and compliance management with numerous benefits for all stakeholders including the clients who entrust their life savings to this sector. Easy Monitor is already an innovative concept but future plans will be highly regarded for the uniqueness it brings to the broader financial services industry and the clients it serves. It is with pleasure that I strongly endorse Leigh Anoos and Easy Monitor.”
Trevor Gibson
The Praxton Group
