Search Results | Showing 91 - 100 of 1445 results for "Software" |
| | | ... expense of their main platform. The use of multiple platforms by advisers means that platform integration with planning software is becoming more important. In choosing a platform, advisers responded that they continue to prioritise providers based on ... |
| | | | ... would use an end-to-end solution if it saved time and guaranteed less errors. They also said existing financial planning software providers are best placed to deliver such a solution. |
| | | | ... (PCT) digital arm to drive its digital solutions and innovations strategy. With over 25 years' experience in technology, software and operations, Alder was most recently chief operating officer, APAC and head of operations, Australia and Asia at Bravura ... |
| | | | Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ... |
| | | | ... Consulting Group. Price also served in senior executive roles with both Equifax and Dun and Bradstreet. The financial services software provider said the appointment followed a thorough succession planning, candidate search and evaluation process. Its ... |
| | | | ... advantage, and Blackstone's investment will enable it to create a uniquely positioned company with ownership of critical software, technology, and a scalable exchange for trading voluntary carbon offsets and related environmental products. "We believe ... |
| | | | ... also bolstered its technological capabilities, partnering with Midwinter Financial Services for its financial advice software. |
| | | | ... Voyant's platform to eliminate rekeying. Commenting, Practifi's director of advice solutions - APAC Umesh Banga said the software's intuitive feature set will provide a stronger user experience and help streamline business performance for advisers ... |
| | | | ... includes a new needs analysis tool that instantly produces insurance needs based on the client's demographic. While the software, services & data has been designed to respond to industry challenges such as time, cost, quality, and engagement. "With ... |
| | | | Rudy Haddad has been appointed to head of technical advice overseeing the firm's technical capabilities across its software, services, research and data divisions. With over 23 years' experience in financial advice, Haddad joins Padua from Wealth Market ... |
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