Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 181 - 190 of 427 results for "Automated"

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... identical, it is relatively easy for us to add support for the lending industry," he said. The initial release will focus on automated workflows and support for mortgage commissions, with data specific to the mortgage industry also flowing through to ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... and advisers now have access to two way data feeds from BT Panorama to BGL's Simple Fund 360. This provides a shared, automated daily update of investment data, data entry and processing of transactions in Simple Fund 360. BT Financial Group's head of ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... said Plenty Wealth 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. One of the biggest advantages of an algorithm ...

Super consultant appoints new head

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... institutions have the resources and capabilities to respond effectively," Quinn said. QMV's Investigate product - an automated data quality management solution used to validate data for millions of accounts - manages data for more than 10% of Australia's ...

State Street introduces machine learning tool

JAMIE WILLIAMSON  |  TUESDAY, 26 SEP 2017
... suggests new, relevant materials based on the user's specific needs, preferences and previously read materials. The automated solution then overlays the experience, knowledge and conclusions of Quantextual's own research team to improve the algorithms' ...

Turning lazy cash into super savings

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... financial advisers another tool through which to help clients grow their superannuation balances. Much like Acorns, automated micro-savings app Carrott rounds everyday transactions made on credit or debit cards up to the next dollar, saving the difference ...

MLC Life names chief underwriter, expands medical service

KARREN VERGARA  |  MONDAY, 28 AUG 2017
... Kennedy was instrumental in innovating technology and data analytics in life insurance, including the development of automated underwriting tool UnderwriteMe, which MLC Life launched in Australia in July. She's also helped launch a diabetes product and ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... of fees through the benefits of a managed discretionary account service. Touted as Australia's first direct-to-client automated alternative managed accounts offering, Aleda Capital soft-launched in 2016 and in the past 12 months has experienced solid ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
... subscriptions starting at $3000, the platform covers analysis of more than 9000 managed funds and ASX-listed stocks along with automated property valuations. It also provides a "portfolio blending" service which will ultimately enable advisers to combine ...

MLC Life launches group insurance platform

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... arrangements are being met." The platform launch follows the recent news of a partnership with Pacific Life Re, offering automated underwriting solutions for customers using the UnderwriteMe program. "We're committed to leapfrogging other life insurance ...