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Showing 1501 - 1510 of 1574 results for "software"

Asgard enables advice through one-click software

... Solutions is backing up its core strategy of 'enabling advice' with the planned late-2006 release of a 'state-of-the-art' software solution that will consolidate the software programs financial planners use in the day-to-day running of their businesses. ...

FSR changes usher era of less but better compliance

... previously reported in Financial Standard, fund manager AXA started the ball rolling when they revamped their online software to produce SoAs that are shorter by as much as 50 per cent in length. This was soon followed by adviser group RetireInvest developing ...

AXA launches pay-as-you-go adviser software

In a move that will be music to the ears of cost-conscious financial planners, AXA has struck a deal with software group IWL that allows advisers to adopt a pay-per-module model. The group claims the deal is the first offered by a licensee in Australia ...

Market Wrap

AAP  |  MONDAY, 19 DEC 2005
... YORK - US stocks fell as major oil company stocks slid following a drop of nearly $US2 a barrel in crude oil and after software maker Oracle posted a lower profit. For the week, the Dow rose 0.90 per cent, the S&P 500 edged up 0.63 per cent and Nasdaq ...

Lonsdale plan ahead with PlanTech

Lonsdale Financial Group is the first Australian group to use the newly updated PlanTech risk research software, to be installed across its offices nationally. Mario Modica, CEO of Lonsdale said, "The move to PlanTech has been a considered decision. ...

Morningstar to buy Ibbotson

... institutions. For example, Ibbotson owns web-based and live asset allocation training programs, the popular iPlan and enCorr software solutions, and retirement plan advisory services. Phillip Gray, Morningstar Australia's spokesperson, says it is too ...

Cut credit application cost by 70 per cent using CAL: LIXI

... lender had their own separate and usually non-compatible systems. CAL was initiated by Socrates Vasiliadis, a 20 year software development veteran who is head of technology services for Perpetual Corporate Trust. Vasiliadis says CAL is 'open access' ...

ClearView to Coin software for planners

Coin Software Pty Ltd (Coin), a now wholly owned subsidiary of Macquarie Adviser Services, will supply planning software to MBF Group member, ClearView Retirement, under a deal that was announced yesterday. ClearView's head of technical support, Phil ...

InfoComp's 2005 romp

Boutique financial services IT specialist InfoComp has capped off the year with a string of mandate wins for its software platforms across the industry. During the year they won RBC who adopted their flagship platform Composer, Macquarie Management ...

PlanTech wins software mandate

PlanTech Consulting Group has been appointed by Centric Wealth to provide its adviser and risk research support software system. Centric Wealth is the recent merger of Berkley Group and Centrestone Wealth Advisers. Roy Agranat of Centric Wealth said ...