Search Results | Showing 181 - 190 of 1571 results for "Software" |
| | | ... comes to comparing DASH with other solutions in the marketplace, we are the only one that does both financial planning software and investment platform," Whelan said. By streamlining advice processes, the technology improvements have the potential to ... |
| | | | ... officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales to support the company's growth in the ... |
| | | | ... exploring international opportunities and a blurring of the lines between investment platforms and advice technology software. The report also mentions that digital advice providers are focused on pitching to corporate customers like larger licensees ... |
| | | | ... chief financial officers are integrating emerging technologies such as AI and machine learning (15%), the upgrade of software and technology solutions to drive digitalisation (14%) and hiring new talent (14%). Respondents also identified the ability ... |
| | | | FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ... |
| | | | A technology firm has introduced its software to the University of Technology Sydney's financial advice students in a bid to offer practical experience before they graduate. Students studying the Master of Financial Planning at UTS are being provided ... |
| | | | The purchase of London-based Resilient Funds Management is set to fast-track the equities research and software firm's entry into UK and European markets. The deal, funded by capital raising during HALO's IPO, marks a material milestone for ... |
| | | | ... businesses, including network infrastructure providers, code auditors, trading platforms, online gaming companies and software engineers. "If the crypto ecosystem matures and develops, it could open significant new opportunities for businesses and consumers ... |
| | | | ... revealed it knows of at least seven prominent advice tech providers currently seeking or planning to raise capital. "Software development has never been more expensive. Without ready access to capital, strong founding team capability or strategic partnerships ... |
| | | | ... costs and improving business efficiencies, saving on average 15,000 full time employee hours per month. The intelligent software bots, known as digital workers, automate processes to achieve efficiencies across various Insignia business units, ranging ... |
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