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Showing 1111 - 1120 of 1573 results for "Software"

CFS slashes entry bar to wholesale platform

ALISON BEVEGE  |  WEDNESDAY, 9 MAR 2011
... across the board," Bissaker said. "We are pushing (electronic) enhancements to reduce costs." Connectivity with planning software will allow advisers to populate forms directly from their programs and an ePost function allows clients to scan forms and ...

Paraplanners master SoAs with COIN

MATT WOODINGTON  |  TUESDAY, 22 FEB 2011
Financial planning software provider COIN has launched training courses for paraplanners, which could go some way to increasing the upskilling in the profession. The three-day courses, Paraplanning Fundamentals, are run in conjunction with outsourced ...

Challenger boutiques and annuities enjoy strong half year

ELISE BURGESS  |  MONDAY, 21 FEB 2011
... restructure including product, distribution and marketing functions including the development of new advisers and consumers software. Additionally, Challenger will host more national roadshows for financial advisers. Challenger's share price was up to ...

LUCRF selects Provisio

MATT WOODINGTON  |  FRIDAY, 4 FEB 2011
LUCRF Super has signed on to use Provisio Technologies' Rapid Advice Delivery software solution. Provisio's software offers the means to deliver advice to thousands of members online, by telephone or in person, making it popular among superannuation ...

AdviserLogic teams with Class Super

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
Financial advisory software provider AdviserLogic has agreed to integrate with online SMSF administration platform operator Class Super. The tie-up will enable AdviserLogic to provide users with automated data feeds, significantly increasing their efficiency ...

SimCorp signs Fennia Mutual

RUTH LIEW  |  THURSDAY, 27 JAN 2011
... competitive advantage in being able to manage risk and comply with regulation. SimCorp is a provider of highly specialised software for the investment industry. Established in 1971, the listed group has more than 1,100 employees and is headquartered ...

CMC taps pattern recognition for traders

MEDIA RELEASE  |  TUESDAY, 14 DEC 2010
... pattern recognition tool to help traders sort data, identify patterns and ease trade execution. The pattern recognition software has been integrated into an existing platform rather than using a third party provider. Pattern recognition is free to all ...

Fiducian updates FORCe software

ELISE BURGESS  |  TUESDAY, 14 DEC 2010
Fiducian has enhanced its FORCe financial planning software to give planners better tools to educate clients on the risk and rewards of investment gearing. Fiducian Portfolio Services has released an integrated sensitivity analysis module to test gearing ...

Adviser Toolbox free for planners

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... planners. The group, owned by boutique financial planning business Iplanner, was created by advisers, paraplanners and software technicians as an efficient online financial planning process. "Gone are the days of searching the internet for the calculator ...

HiPortfolio helps Suncorp adopt TOFA changes

MEDIA RELEASE  |  THURSDAY, 2 DEC 2010
... reduce tax distortions and enhance financial risk management. "Suncorp Life has used the tried and tested HiPortfolio software for its back office operations for a number of years, so it was a natural fit to use its TOFA module to handle the compliance ...