Search Results | Showing 111 - 120 of 393 results for "Automated" |
| | | ... of the giant's UK robo platform means little for the future of robo-advice. "This latest closure is not the end for automated service: robo has the future, and UBS provides lessons to learn," Woldemichael said. "Competition in the UK robo-advice space ... |
| | | | ... business," he said. There are platform providers that can make the ROA process efficient and the advice process more automated, he said, adding BT Panorama for example, offers such options. They could also go wholesale only, but that's not available ... |
| | | | ... goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users are attempting to grow wealth outside of super, while 28.6% are using it to ... |
| | | | ... providing advice and giving advisers more time to focus on strategy, not paperwork," he said. YTML recently rolled out an automated solution that generates high volumes of personalised SOAs. "The days of manual handling are now over. For simple advice ... |
| | | | ... to expand its services to ensure clients are better informed about the assets they manage, and provide enhanced and automated portfolio oversight and operations. It says JHC Neon is an ideal solution to achieve both. MyFiduciary director Aaron Drew said ... |
| | | | ... demand hybrid advice. "The race is on to beat BigTech firms in providing the best investment performance analytics and automated processes on an intuitive easy to use platform," he said. According to the report, the threat of tech-first businesses entering ... |
| | | | ... international judges across wealth management, regtech, insurtech, artificial intelligence, blockchain, and lending. Automated budgeting app PocketBook took home the wealth management gong, while emerging fintech leader of the year was awarded to AfterPay's ... |
| | | | ... around asset performance, compiling return data for assets held in an account, as well as the overall portfolio return. Automated summaries of asset performance will also become available later in the year. Detailed portfolio performance and valuation ... |
| | | | ... faster and deeper data consumption, advanced analytics for better decision making and natural language generation for automated report commentary," Henderson said. Half the respondents at events in Hong Kong and about 40% in Singapore highlighted greater ... |
| | | | Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ... |
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