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Showing 1031 - 1040 of 1574 results for "software"

Australian instos exposed to AML risks

ALEX DUNNIN  |  TUESDAY, 3 JUL 2012
... things as international sanctions, said Henry Balani, managing director of BankersAccuity. BankersAccuity is a specialist software, data management and market intelligence firm the helps financial institutions around the world manage anti-money laundering ...

Macquarie to sell COIN

MELANIE TIMBRELL  |  MONDAY, 2 JUL 2012
Macquarie Banking and Financial Services has signed a conditional agreement for the sale of COIN Software to Rubik Financial Limited. Under the agreement, COIN will be separated into two financial software offerings, with Macquarie retaining the majority ...

DomaCom to offer advisers free software

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
... Internet-based property investment vehicle DomaCom is set to offer advisers free access to an online financial planning software tool. DomaCom Guided Planning System (GPS) is a software application that enables advisers to assess their clients' current ...

Platform satisfaction on the rise

LINDA HAUSKEN  |  TUESDAY, 5 JUN 2012
... platform industry has made significant improvements, the greatest areas of improvement being integration with planning software, BDM and dealer support, and admin fees," said Recep Peker, senior analyst at Investment Trends. Investment Trends' 2012 Planner ...

SMSF software helps maximise property tax deductions

RACHEL DAVIS  |  THURSDAY, 31 MAY 2012
SMSF administration software developer Class Super has launched accounting software to calculate property depreciation values on an on-going basis. Class Super, owned by Class Financial Systems, has introduced the new property module to allow SMSF administrators ...

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... condense client information into easy to explain graphs and tables. As FOFA brings a fee-for-service model closer, the software aims help advisers justify their service to clients, and engage clients with their financial plans. The program allows potential ...

XPLAN upgrades for goals based advice

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
IRESS has made enhancements to its software solution XPLAN, with the aim of assisting advisers in delivering goals based advice to their clients. The recently upgraded XPLAN tool helps advisers to discuss and frame up one specific goal at a time with ...

Midwinter empowers adviser software

BEN COLLINS  |  WEDNESDAY, 16 MAY 2012
Midwinter has implemented changes announced in the 2012 May Federal Budget in its Reasonable Basis advice modelling software, allowing advisers to alter tax settings. "It is a difficult time for financial planners due to the large amount of uncertainty ...

My Public Accountant goes live

ALEX DUNNIN  |  THURSDAY, 10 MAY 2012
... service, said IPA chief executive Andrew Conway. The service bundled into My Public Accountant include office management software, insurance, communications collateral, CPD access, assorted training resources and even branded stationery to help public ...

SuperMate updates online SMSF

BEN COLLINS  |  THURSDAY, 26 APR 2012
... accountants and administrators up to 50% of their usual BAS processing time," said Mendelovits. Supercorp's SMSF administration software, superMate, supports over 60,000 DIY funds at 400+ accounting, financial planning and specialised administration ...