We are very excited to announce our partnership with a funds management client! Read on for more detail.

Financial services compliance, risk and governance is very much focused on process. Which is understandable. But where does that leave outcomes? Read on to learn more about why only focusing on process can lead us down the garden path, and why a focus on outcome might be a better approach.

Firstly, a quick reminder that DDO requires all your marketing materials to be updated with either info about the target market or where to find the TMD. Don’t leave it to the last minute! Secondly, I’m hearing that lots of issuers are now turning their thoughts to reasonable steps and distribution conditions. This is where Wattletree really comes into it’s own.

We’re into single digit weeks. 9 weeks to go. I thought you might like to learn a bit more about Marketsoft, the other half of Wattletree. Wattletree is jointly owned by Mayflower and Marketsoft. Just who is Marketsoft? Read on.

And now for something completely different! Let’s talk about making life easier. ‘Cos between lockdown, DDO, IDR, Breach Reporting and just general end of year stuff, I know most people are struggling. Plus it’s only 10 weeks until DDO goes live! GAHHHHH!!!! So here are a few (totally not Wattletree-related) things you can do to stop yourself from losing the plot.

I’ve had lots of people ask me if Wattletree is going to include complaints (the collection and dissemination thereof) and my answer is ‘Not on your nelly!!’. There’s a number of reasons for this, but one of the main ones is' ‘not everything needs a big IT solution’. Read on to learn why and what to do instead…

In this day and age, data sharing is part of doing business. Read on to learn more about how Wattletree approaches both the legals and IT security side of things.

Why am I bothering? Let’s go back to basics with DDO, what is it really about? It’s really about getting better outcomes for the end customers of all our products

I have a suspicion that no-one is ever going to identify a significant dealing. Why? Because everyone seems to expect someone else to find them. Is this OK? I don’t think so.

I’ve heard a lot about ‘risk’ in recent weeks when it comes to DDO. However, it’s important to remember that ‘risk’ isn’t an amorphous grey blob, it’s a number of issues, each with different likelihood, significance and mitigants.

What is a data trust? Wattletree is a data trust - find out more about data trusts and sharing data here.

What surprises are hiding in your data? Here we look at some insights from a different data set - Australians who donate to cancer charities.

Are your current marketing and distribution arrangements delivering your product to the right clients?

Why we should treat financial planners like doctors when it comes to product effectiveness,

Should you give TMDs to clients? FSC Data Standards.

Here we explain where Wattletree fits in the DDO mix with a nifty diagram,

How we can we just use names and addresses to give you useable information about your clients? Plus, which product types are suitable?

Get to know the latest product development, FAQs, what we're hearing around the market and more!