Midwinter adapts planner software to client profileBY LAURA MILLAN | WEDNESDAY, 9 OCT 2013 12:20PM
Midwinter has updated its AdviceOS software to enable clients to access a customised portal with different content, calculators, themes and graphics.Read more: Midwinter, Technology, Financial Advice, Future, Investment Trends May 2013 Planner Technology Report, Julian Plummer, June 2013, SOA, Sydney
|Brought to you by|
19 JUL 2017
Investors that decided to reframe their thoughts about asset allocation in recent years paved the way for launching the JPMorgan Global Macro Opportunities Fund in Australia. The fund presents as an additional ...
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|