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Showing 161 - 170 of 1571 results for "Software"

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... private equity firm Pemba Capital Partners and several advice industry veterans. "As the only SMSF administrator with software accreditation, and one of only 12 SuperStream suppliers approved by the Australian Tax Office, SuperConcepts is uniquely qualified ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
... money, and resources to run deep due diligence into financial products. SuitabilityHub provides all advisers digitised software that can bring a more holistic approach to the Best Interest Duty by looing looks at clients' needs and values that goes ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... Intelligence flatlined until GBST saved it from extinction in July. GBST also salvaged Creativemass' financial advice software WealthConnect. Unlike Creativemass and Advice Intelligence, Garret said Six Park is "definitely not in voluntary administration" ...

ISPT to use SS&C performance measurement tool

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
Industry Super Property Trust (ISPT) has implemented global software provider SS&C Sylvan (SS&C) for performance measurement and attribution. SS&C will now automate ISPT's data ingestion while simultaneously calculating capital and income returns ...

Marriage splits for Australia's richest

CHLOE WALKER  |  WEDNESDAY, 26 JUL 2023
... June. At the time, they were collectively worth $28 billion. Another major recent divorce among rich listers is that of software billionaire and high-profile climate activist Mike Cannon-Brookes and wife Annie. The pair, who married in 2010 and have ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... efficiencies in technology, the 2023 Adviser technology needs report shows, and are willing to pay a premium to access such software. The average number of clients serviced by any single adviser appears to be slowly but surely approaching Dunbar's ...

UniSuper rides tech tailwinds to strong returns

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2023
... Microsoft he said: "Microsoft Windows (installed base of 1.6 billion) still has no serious competitor in the enterprise software segment. The company has used its market power to establish itself as a leading player in the high growth cloud business ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... average of 27%. Not all practices use technology to complete the paperwork. Only 77% and 66% respectively would rely on software to generate an SoA and Record of Advice. Less than half (42%) use technology for fact-finding. Over half (55%) of practices ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... processing technology. Fourth Line chief executive Joel Ronchi said that the acquisition includes a suite of micro-application software specific to advice assurance, AI code, integration tools, and rules-based algorithms. Regtech TIQK went into liquidation ...