Putting you at the centre of your clients’ funding needs
Presto is a platform that enables any of accountants, financial advisors and brokers to seamlessly collaborate ensuring the optimal funding outcome for your business clients.
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A valuable client service offering
Automated workflows for all parties
Share information in a single workspace
Be rewarded for delivering value
With Presto, you now have the platform to oversee all aspects of your clients’ business funding needs.
Businesses often turn to accountants and financial advisors for help sourcing their funding needs. Despite wanting to help, for a variety of reasons, you refer them to third parties to manage the process. Even then, you are still required to do a lot of the work gathering information, often unrewarded.
For brokers, it is challenging to scale your business using technology that enables you to truly streamline the client information gathering process and financier submissions.
It doesn’t have to be this way.
Contact UsWe understand your pain points
It’s why we created Presto, a digital platform that rewards and empowers you to connect your business clients with financiers either directly or with added flexibility to appoint third parties if needed to assist you to secure your client a successful funding application.
Presto puts you at the centre of your clients' funding needs.
Presto’s key features
Client Disclosure
Built in automated workflows to ensure you are providing the relevant disclosures.
Automated Workflows
All information is displayed in a single workspace, allowing authorised stakeholders to seamlessly complete the funding application.
Quality Funding Options
Quality funders across the banking and financial technology sectors to ensure a breadth of suitable options for your clients.
Compliant
The platform has been designed to ensure compliance with the regulator and does not require either an AFSL nor an Australian Credit Licence.
Security
Data is encrypted with multi-factor authentication used. Data is stored in Australia using secure network infrastructure.
Simple to Set Up
Step 1
Our team meets with you and answers any
questions
Step 2
We onboard you to the platform and provide
support
Step 3
Maintaining control of your clients’ funding needs has never been easier.
Presto!
Here’s how Presto works
Presto has been designed to be simple and fast for accountants, advisors and brokers to gather and provide the information funders require to determine suitable funding match(es).
No more paperwork, ad-hoc emails and sporadic requests for information from your clients, financiers and/or third parties.
The entire loan application process is managed and viewable by approved stakeholders in one workspace.
ADVISOR / SME
Step 1
Enter asset and client details
ADVISOR / SME
Step 2
Click of a button funding application
SME
Step 3
Click of a button funding application
ADVISOR / SME
Step 4
Additional information provided (if required)
Funder
Step 5
Loan assessment & pre-qualified offer
Funder
Step 6
Funder credit approval and pre-qualified offer
Deliver the service your clients need
Maintain control over client relationships with a streamlined way to directly help secure your clients’ funding needs.
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