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Showing 101 - 110 of 393 results for "Automated"

Saxo launches digital access to Chinese bonds

JAMIE WILLIAMSON  |  WEDNESDAY, 6 MAR 2019
... in, for example Chinese onshore government bonds and central bank paper, institutional clients get simple, efficient automated access to a market that has historically been complicated and cumbersome for foreign investors to access," Saxo said. The Chinese ...

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
A provider of automated investment solutions is opening an Australian office to meet the growing demand for digital financial advice. With a newly established office in Sydney, Quantifeed will leverage local software engineering talent to grow its offering. ...

AUM growth subdued to 2025: Bloomberg

KARREN VERGARA  |  TUESDAY, 19 FEB 2019
... This includes portfolio management and dealing and execution - perhaps reflecting the rise of the robo-adviser and more automated dealing and trading infrastructure, the report said. The survey also asked what diversification strategies are in place ...

Clients win in Simple Fund update

HARRISON WORLEY  |  FRIDAY, 1 FEB 2019
... Simple Fund 360 clients have received their most requested feature. BGL updated its Simple Fund 360 software with an automated fund transfer feature, allowing funds to be transferred between the software's clients. BGL said that its update would save ...

Collaboration needed for AI and machine advice programs

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... "Particularly around the pre-work that needs to be done to ensure financial advice can become an ideal candidate for automated solutions." Symons suggested if industry associations wanted efficient statement of advice (SOA) review solutions to be developed ...

CBA investigates possible privacy breach

JAMIE WILLIAMSON  |  MONDAY, 3 DEC 2018
... applications were approved or denied. CBA denied this, saying CommInsure information does not inform lending decisions, either automated or manual. The potential breach was identified as part of data segregation work undertaken by the bank in preparation ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... digital advice solution. The rollout of WA Super's digital advice tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick Advice draws on information within the super fund's registry - powered by IRESS' Acurity ...

Digital advice engagement spikes for super members

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
... Watkins said this year's report also shows that digital advice technologies do not replace the role of a human adviser. "Automated digital advice technology is liberating our clients' advice teams from the technical process of constructing advice so ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... details like address and payment methods. Advisers will now be able to get indicative underwriting returns through an automated pre-assessment tool. Zurich developed the portal with Omnium, UnderwriteMe and user experience specialist Jade Software. The ...

J.P. Morgan expands derivatives clearing

KANIKA SOOD  |  WEDNESDAY, 26 SEP 2018
... OTC clearing service has global standard API connectivity, 24-hour clearing, AUD and NZD product coverage, and a fully automated cross-margining facility.