Search Results | Showing 91 - 100 of 107 results for "Advice platform" |
| | | 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 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 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 ... |
| | | | ... 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 ... |
| | | | ... wealth management team. It will also provide institutions and IFAs with the ability to access Provisio's scaled advice platform as well as the complex advice solution of COIN Software. Rubik has also announced that it has entered into a placement agreement ... |
| | | | ... of XPLAN 2 that cemented IRESS in the top spot. "With the release of XPLAN 2, IRESS has produced an impressive advice platform that should support their strategy to take Australian developed planning technology to international markets," said Webster. ... |
| | | | ... (SBG) have entered a long-term strategic supply agreement where XPLAN will be deployed as SBG's next generation advice platform. Following a review of global solutions, incorporating a formal tender process, SBG selected IRESS' wealth management platform ... |
| | | | ... Commonwealth Private, which caters to high-net-worth clients, on integrating a solution for the bank using its advice platform XPLAN. The IRESS Portfolio System and the IRESS Order Management System are also part of the package which will arm advisers ... |
| | | | ... be finalised, we anticipate that opt-in will happen, one way or another, and it is our job to ensure that our advice platform software can help our clients manage the process efficiently and cost-effectively," Mr Knowles said. "Advisers who use XPLAN's ... |
| | | | The $4.4 billion CareSuper has launched 'Money Mentor', a 12-stage online advice platform for members. The fund said that Money Mentor would show members how to take control of their finances with information on a range of topics, from budgeting, insurance ... |
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