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Showing 141 - 150 of 427 results for "Automated"

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... digital advice solution. The rollout of WA Super's digital advice tool, SuperClick Advice, includes white-labelling IRESS' automated personal advice engine. SuperClick Advice draws on information within the super fund's registry - powered by IRESS' Acurity ...

Digital advice engagement spikes for super members

KARREN VERGARA  |  THURSDAY, 25 OCT 2018
... Watkins said this year's report also shows that digital advice technologies do not replace the role of a human adviser. "Automated digital advice technology is liberating our clients' advice teams from the technical process of constructing advice so ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... details like address and payment methods. Advisers will now be able to get indicative underwriting returns through an automated pre-assessment tool. Zurich developed the portal with Omnium, UnderwriteMe and user experience specialist Jade Software. The ...

J.P. Morgan expands derivatives clearing

KANIKA SOOD  |  WEDNESDAY, 26 SEP 2018
... OTC clearing service has global standard API connectivity, 24-hour clearing, AUD and NZD product coverage, and a fully automated cross-margining facility.

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... 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 ...

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... 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 ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... 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 ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... 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 ...

MyFiduciary partners for compliance

JAMIE WILLIAMSON  |  THURSDAY, 21 JUN 2018
... 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 ...

Aussie HNWI population grows: Capgemini

HARRISON WORLEY  |  THURSDAY, 21 JUN 2018
... 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 ...