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Showing 171 - 180 of 427 results for "Automated"

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... and advisers. Groeneveld added the new document management system builds on SuperMate's existing capabilities such as automated bank reconciliation. "It does this through intelligent workflow technology which can deduce the correct approach to processing ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
... tax reporting." Six Park is also partnering with SMSF administration provider Heffron so as to offer its clients an automated SMSF management platform. Six Park chief executive Patrick Garrett explained: "While there will always be a place for traditional ...

Institutions urged to overhaul outdated risk management practices

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
... on risk for the business, he added. "Sensors could take multiple forms - for example, pulse checks of attitudes, or automated analysis of trends on social media, including the use of artificial intelligence to assess attitudes as they are expressed - ...

AI threatens financial services workers: Report

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... Australia and New Zealand Andrew Groth said. AI deployment to-date is predominantly in the areas of machine learning (51%), automated reasoning (48%), robotics (47%), knowledge representation (44%) and natural language processing (39%). Groth said businesses ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... 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.

Fintechs gear up for open banking

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
... 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 ...

Decimal signs key partnership with UK consultancy

EMMA RAPAPORT  |  WEDNESDAY, 22 NOV 2017
... 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 ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... 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 ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... 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 ...

BGL enhances life insurance solution

KARREN VERGARA  |  MONDAY, 6 NOV 2017
... 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 ...

Editor's Choice

Invesco launches new equity fund

ELIZA BAVIN
Invesco said the new fund will give Australian investors access to a systematic global equity strategy with a 20-year track record.

FCA pursues Neil Woodford again

KARREN VERGARA
The Financial Conduct Authority (FCA) is going after failed fund manager Neil Woodford again, this time for allegedly providing unauthorised investment advice via W4.0, his Dubai-based investment platform.

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees.

Global X launches space tech ETF

MATTHEW WAI
Global X has now launched the space tech ETF (ASX: MOON).

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