SVX Group

My Business Manager has partnered with the SVX Group to provide business financial data to the SVX Business and Advisor Dashboards.

SVX is a Private Client Portal providing secure Private and Business vaults to store financial profile data, business records, legal documents and identity documents.

Having all of this data in one place, ensures better Compliance, and makes life easier for Advisors to provide a way range of services with the confidence of knowing that the Client has their “financial and legal affairs in order”.

Each night, through “Midnight Sync” and any time through “Instant Sync”, My Business Manager syncs with;

  • MYOB Account Right Live
  • MYOB Classic (desktop)
  • Quickbooks Online
  • Quickbooks Desktop
  • Reckon Live
  • Reckon Desktop
  • Sage Business Accounting
  • Xero
  • And more planned.

That way, data is always up to date.

Each time, a Business Client or an Advisor accesses an SVX “Vault”, all of the current MBM data is synced with SVX.

If more business reporting and functionality is required, Advisors and Clients can upgrade to add the full-function My Business Manager license at minimal incremental cost.

The SVX solution includes the following;

  1. SVX “Core”
    1. Vault Starter Pack – containing any mix of Private and Business Client vaults.
    2. Training and Installation
    3. Hosting Services – DIY or provided by our hosting partner.
    4. Data Upload service – from CSV or from hard copy. DIY or a small charge per Client.
  2. Options
    1. VDX – Video and Document Exchange including document signing and storage.
    2. My Business Manager – Dashboard, Reporting and Business Management solution for SMEs and for Advisors wanting to provide Business Advisory Services. Minimal incremental cost.
  3. Expansion Modules
    1. Estate Planning
    2. Others planned. If you have any “special” requirements, please contact SVX Group.

For more information, please visit https://www.svxgroup.com