Search Results | Showing 141 - 150 of 393 results for "Automated" |
| | ... and automation is all about." AGI owner John Felsch added as a result of the partnership, Simple Fund 360 clients have automated access to AGI's SMSF Master Insurance Plan, a product specifically designed for SMSF members. |
| | | ... preparation for an open banking regime. Formerly Dun & Bradstreet, analytics firm illion has acquired Proviso, a specialist in automated bank statement retrieval, analysis and categorisation solutions. Proviso was founded in 2013 by Luke and Dallin Howes ... |
| | | ... their accounts through personalised education and insights. Guild Trustee Services general manager Greg Everett said the automated advice tool was ideally suited to help all members receive financial advice, allowing them to take those important first ... |
| | | ... their retirement, it also leads to more-engaged members. Guild Trustee Services general manager Greg Everett said the automated advice tool is ideally suited to helping all members receive convenient financial advice, allowing them to take those important ... |
| | | ... and robo advice and provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. PictureWealth founder David Pettit said the app ... |
| | | ... automation is all about," Lesh said. AGI owner John Felsch added as a result of the partnership, Simple Fund 360 clients have automated access to AGI's SMSF Master Insurance Plan, a product specifically designed for SMSF members. BT Financial Group recently ... |
| | | ... identical, it is relatively easy for us to add support for the lending industry," he said. The initial release will focus on automated workflows and support for mortgage commissions, with data specific to the mortgage industry also flowing through to ... |
| | | ... and advisers now have access to two way data feeds from BT Panorama to BGL's Simple Fund 360. This provides a shared, automated daily update of investment data, data entry and processing of transactions in Simple Fund 360. BT Financial Group's head of ... |
| | | ... said Plenty Wealth provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows, to insurance, property and investments. One of the biggest advantages of an algorithm ... |
| | | ... institutions have the resources and capabilities to respond effectively," Quinn said. QMV's Investigate product - an automated data quality management solution used to validate data for millions of accounts - manages data for more than 10% of Australia's ... |
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