Search Results | Showing 141 - 150 of 427 results for "Automated" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... OTC clearing service has global standard API connectivity, 24-hour clearing, AUD and NZD product coverage, and a fully automated cross-margining facility. |
| | | | ... 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 ... |
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