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Showing 1071 - 1080 of 1573 results for "Software"

Software helps financial advisers pin down most valuable clients

ALISON BEVEGE  |  THURSDAY, 25 AUG 2011
Macquarie's financial planning software division COIN today released a new package that helps financial advisers see which clients are earning them the most money, the firm said. The new tool can also enable financial practice managers to see which ...

New software can make financial advice hub for super fund administrators

ALISON BEVEGE  |  WEDNESDAY, 24 AUG 2011
... by its multiple client super funds. Jan Kolbusz, managing director of Decimal, said his team had been beta-testing the software with administrator Pillar, to make it work at the administrator level. The new version of Decimal, In-One, provides a single ...

Midwinter voted the planners choice

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... Investment Trends 2011 Planner Technology Report asked 1,394 financial planners across Australia to rank financial planning software market. The results found Midwinter topped its competitors across ten service elements, including scenario modelling ...

Super fund to give financial advice with technology

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
... governing simple investment choice and contribution strategies as well as insurance, Licheri said. The team will use software from Provisio Technologies, which specializes in rapid advice software, to deliver single-issue advice. Provisio will provide ...

SimCorp appoints new head of sales in Asia

LOREN RUGEBREGT  |  WEDNESDAY, 10 AUG 2011
Investment management software provider, SimCorp has appointed Nigel Ford to head the sales team in wealth and portfolio operations in Hong Kong and Singapore. Ford has lived and worked in the Asia region for over 20 years with prior experience in the ...

superMate upgrades for SMSFs and advisers

LOREN RUGEBREGT  |  MONDAY, 8 AUG 2011
Self managed super fund software tool, superMate has upgraded its offering to help minimise the administration work of actively traded share portfolios by 30%. Financial advisers can now customise transaction feeds from platforms and brokers to receive ...

Snowball launches advice centre of excellence

ELISE BURGESS  |  TUESDAY, 2 AUG 2011
... quality advice to clients. "That is everything from looking at how we attract clients in niche segments through to what software do advisers use and how can we make that seamless in their practice." The advice centre will discuss the best ways to handle ...

ING Investment adopts Bloomberg Platform

LOREN RUGEBREGT  |  THURSDAY, 28 JUL 2011
... this technology which provides a network for portfolio managers to communicate with buy- and sell-side analysts. The software tracks analysts' trade ideas through Bloomberg's Trade Idea system which reports and ranks analyst and research teams over a ...

Super software given extra accounting grunt

ALISON BEVEGE  |  TUESDAY, 26 JUL 2011
Self-managed super fund accounting software Class Super has been enhanced with a raft of new features through a strategic partnership with a subsidiary of one of the world's biggest providers of tax, accounting and audit software. Class Financial, developer ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
... Morgan Stanley Smith Barney for another three years. The extended agreement follows the release of Praemium's online software V-Wrap and SMARTwrap in conjunction with Morgan Stanley Smith Barney (MSSB). Arthur Naoumidis, group chief executive of Praemium ...