Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 15 results for "Advice Intelligence"

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... "huge year for GBST's growth and innovation" with the company acquiring a digital and hybrid offering from Advice Intelligence as well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech ...

GBST raids SS&C for APAC head

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass leadership of sales, product development, account management, and client delivery teams ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... fintechs that found it impossible to survive, let alone scale, in this economic environment. Robo-adviser Advice Intelligence flatlined until GBST saved it from extinction in July. GBST also salvaged Creativemass' financial advice software WealthConnect. ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... members and representatives of the body are Abrdn head of retirement and digital innovation Jason Nyilas, Advice Intelligence chief executive Jacqui Henderson, Money GPS founder George Haramis and Ignition Advice global head of strategy and corporate ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical point, consumers want good advice ...

Hybrid advice is here to stay

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... electronic signatures and presenting the client's full financial network in a digital engagement portal." advice intelligence chief executive Jacqui Henderson agreed and said, particularly at the given moment where Zoom meetings with clients are ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning Software ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
... significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals in life are. Taking the time to work with your client, understand their ...
PAGE:
1
PREVIOUS
NEXT