Search Results | Showing 121 - 130 of 1449 results for "software" |
| | | Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ... |
| | | | Financial advice and accountancy service provider Findex has selected Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. ... |
| | | | ... Asia Pacific division of global event automation platform Certain, will spearhead iFactFind's transformation to a modern Software as a Service (SaaS) business and foray into New Zealand's financial planning market. He will also drive the group's business ... |
| | | | ... can also benefit from increased automation, greater speed and accuracy, and the integration of the platform with other software, he said. "Financial planning software is critical to advisers, and we think there's an opportunity for that to be enhanced ... |
| | | | ... contract would provide VISSF defined benefit members with important continuity of service and communications. North American software provider Dye & Durham is set to acquire Link for $2.9 billion. The firm has offered to pay $5.50 for every Link share ... |
| | | | ... percent of advice firms use Office 365, Finura said. "Expect to see strong growth in Microsoft ISV's (Independent Software Vendors) rolling out new productivity tools purpose-built for wealth," the firm said. |
| | | | ... Australia's largest National Disability Insurance Scheme (NDIS) My Plan Manager (MPM), Payapps, a Melbourne-based, global Software as a Service (SaaS) provider in the construction and building management sector, and Genie Solutions, a Brisbane-based ... |
| | | | ... dumping all members in the same investment option for life should be over," he said. The 'Smart Default' fund uses a SAAS (software-as-a-service) solution to automatically tailor the existing investment options of superannuation funds to a member's own ... |
| | | | ... created challenges for advisers and licensees, but also makes it an exciting time to be working in advice technology. Software can add substantial value to an advice business and is something that becomes an integral part of its processes; therefore ... |
| | | | A North American software provider is set to acquire Link Group for $2.9 billion, ousting private equity firm Carlyle Group in the bidding process. Dye & Durham is willing to pay $5.50 for every Link share in exchange for acquiring 100% of the ASX-listed ... |
|
