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Showing 1 - 10 of 35 results for "InvestmentLink"

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has $40 billion ...

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
Financial data provider InvestmentLink appointed a chief commercial officer to help grow its wealth management platform. Owen Joyce is the new chief commercial officer of CashDeck and is responsible for developing solutions that will assist financial ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
Financial data feed provider InvestmentLink is launching a new cloud-based platform targeted at financial planners looking to provide outcomes-oriented advice to clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... integration adds to Midwinter's growing list of partnerships namely, SuiteBox, Rice Warner, Xero, Revex, Class, InvestmentLink, and CashDeck. Midwinter managing director Julian Plummer said he is excited about the efficiencies the integration will deliver ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
... was also previously manager - business solutions at SFG Australia and Wealthpoint, technical product manager at InvestmentLink and a services manager at ASSIRT. Explaining his new role, Corben said: "The Ignition Wealth XPLAN support and consultancy ...

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... for our members nationwide. Midwinter ticked all these boxes." The news follows Midwinter's own partnership with InvestmentLink, which was renewed earlier this month. This gives Midwinter access to client-authorised data feeds along with 600 other feeds ...

InvestmentLink backs mobile advice start-up

ALEX BURKE  |  TUESDAY, 18 OCT 2016
InvestmentLink has made its first data grant to a mobile platform for financial advisers. As part of InvestmentLink's commitment to fintech, Harmonee will have 18 months of free access to 600 data feeds, which are currently used by more than 12,000 ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source platform through the ...

InvestmentLink launches fintech data grant

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
Independent financial data source InvestmentLink has established a data grant to support emerging Australian fintech companies. The grant will allow selected fintech start-ups to access a feed of financial account and investment fund data for free for ...

InvestmentLink developing real-time compliance product

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
InvestmentLink has announced the development of a real-time compliance product that will provide financial advisers and dealer groups with immediate and ongoing compliance reporting. The product, Halcyon, will use InvestmentLink's data platform as well ...
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