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Showing 1 - 7 of 7 results for "Glenn Elliott"

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
... broking, and more, advice firms finally have the single client view once felt impossible." Practifi chief executive Glenn Elliott said the integration is in line with the company's vision to enable advice firms to be compliant by design. "The combination ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... use artificial intelligence to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
... building its own solution but found PractiFI's offering to align best with MyPlanner's needs. PractiFI chief executive Glenn Elliott said many licensees have been burned in the past by over-customisation, while PractiFI offers the perfect balance of ...

Mercer selects customer management platform

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... practices adding the OmniLife research tool and the completion of a $1.3 million seed funding. PractiFI chief executive Glenn Elliott said the implementation at an institutional client site was an achievement for the cloud-based financial advice administration ...

PractiFI expands with $1.3m seed funding

ALEX BURKE  |  MONDAY, 14 SEP 2015
... are hugely excited that we have closed out our seed round and it's been oversubscribed", PractiFI chief executive Glenn Elliott said. "We now have a great foundation to build on our early success in Australia and NZ as well as to move rapidly into the ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... Omnium insurance research tool OmniLife to its suite of services. Speaking about OmniLife, PractiFI chief executive Glenn Elliott said that "PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just ...

Dealer groups 'like' social media enterprising

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
... stronger communication and collaboration between the dealer groups, its advisers and the advisers themselves," said Glenn Elliott, principal consultant, Sequential who specialises in the introduction of such techniques. "This style can flesh out the ...
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