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Showing 151 - 160 of 427 results for "Automated"

NSW fintechs dominate Finnie Awards

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... international judges across wealth management, regtech, insurtech, artificial intelligence, blockchain, and lending. Automated budgeting app PocketBook took home the wealth management gong, while emerging fintech leader of the year was awarded to AfterPay's ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... around asset performance, compiling return data for assets held in an account, as well as the overall portfolio return. Automated summaries of asset performance will also become available later in the year. Detailed portfolio performance and valuation ...

Artificial intelligence to become commonplace at instos

DARREN SNYDER  |  MONDAY, 21 MAY 2018
... faster and deeper data consumption, advanced analytics for better decision making and natural language generation for automated report commentary," Henderson said. Half the respondents at events in Hong Kong and about 40% in Singapore highlighted greater ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
Myprosperity is partnering with a specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from ...

Kina expands IRESS relationship

HARRISON WORLEY  |  MONDAY, 30 APR 2018
... paper-based forms removed from transactions and the majority of member transactions completed within one business day. Automated data matching ensures that member details in employer payroll systems reliably match the data in the superannuation system ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
... daily basis. Banks and larger organisations will need to overhaul their advice departments to ensure they have totally automated processes and systems in place to safeguard situations like this occurring again, millions of dollars will need to be spent ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
SMSF administration provider Heffron has partnered with an automated investment management company to offer a new low-cost SMSF service. The partnership between Heffron and Six Park expands on an initial agreement between the two companies in February ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... digital advice and investment platform. Equip MyMoney is the fund's custom-built superannuation version of Clover's automated investment service; it helps members choose from the fund's existing investment options based on their risk profile.

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... provide customer service," Kelly said. Echoing this, Wealth Planning Partners adviser director Amanda Cassar believes automated advice services provide investors with the means of trying their hand at something new but cannot replace the value added ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best interest metrics and automated statement of advice vetting. It also has a comprehensive climate risk analytics platform.