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Showing 91 - 100 of 113 results for "Advice platform"

Spring FG to launch digital advice platform

STAFF WRITER  |  FRIDAY, 26 JUN 2015
Spring FG will launch a digital advice platform that will allow users to manage their bank accounts, investments and superannuation assets in one place. Spring247 will be available in July and has been developed by fintech specialist My Prosperity. ...

YBR launches robo-advice platform

ALEX BURKE  |  WEDNESDAY, 10 JUN 2015
Yellow Brick Road is launching GURU, a robo-advice platform that generates a holistic financial "roadmap." GURU is the first step in YBR's new low-cost advice model, and it can factor in savings, investments, liabilities, insurance and financial goals ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
Newer styles of products aimed at self-directed investors (SDI) may account for a small share of the retail investment market but they represent a much larger share of market growth. These product styles include managed accounts and their separately ...

Henderson acquires IOOF's Perennial

LAURA MILLAN  |  TUESDAY, 2 JUN 2015
Henderson Group has acquired fund manager Perennial Fixed interest Partners and Perennial Growth from IOOF and has increased its stake in a third investment firm. UK-based Henderson has bought all the shares of Perennial Fixed interest Partners and ...

Midwinter unveils digital advice platform

ALEX BURKE  |  FRIDAY, 8 MAY 2015
Software provider Midwinter has revealed its "holistic" digital advice solution, with the company insisting it's not 'robo advice'. Based on the company's AdviceOS software, the platform will enable clients of AFSLs to self-process simple scaled advice ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... will take approximately two years to complete and will bring all wealth management advice licensees onto the same advice platform. "While full service advisory will remain an important part of the landscape, many end clients are seeking specific advice ...

QSuper appoints Decimal as advice platform provider

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
QSuper has appointed Decimal Software Limited as the software platform provider for its scaled advice operations. Decimal's platform will provide QSuper members with the option for limited financial advice with real time process and compliance management. ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

Financial Index launches low-cost advice platform

LAURA MILLAN  |  TUESDAY, 25 FEB 2014
Financial Index Wealth Accountants has launched an online financial planning platform aimed at Australians who have never accessed financial advice. The MOVO platform will focus on rolling out financial planning services, but future phases include integrating ...

IRESS launches XPLANtouch app

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
... that allows advisers to access client data and portfolios in real time. XPLANtouch is an extension of the XPLAN advice platform and is available on all tablets including iPad, Android and Microsoft. The tablet application is available with the release ...