The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 10 results for "YTML"|
|ROAR Software, formerly known as YTML, has won a technology solution mandate from a recently launched dealer group. Dealer group Finchley & Kent claims that its advisers save up to 60% of their time on administrative work as a result of this new partnership. ...|
|... with access to robust modelling designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based fee model.|
|Fintech YTML is expanding its team, welcoming Midwinter's former general manager of distribution to the fold. Helen Thom joins YTML as head of distribution, adding more than 20 years' experience in the financial services industry. Thom joins from Ignition ...|
|Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...|
|... slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial advisers provide risk advice more efficiently over a three-stage process. ...|
|... potentially causing financial advice clients to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen more than 50 different SoA templates in the last three years, with general manager of advice Terri Ho saying ...|
|... Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said. According to the financial technology provider's anecdotal evidence, eight out of 10 practices are still using Microsoft ...|
|Technology and advice provider YTML Group is responding to growing demand with three senior hires, including veteran BT Financial Group manager. Former BTFG head of key accounts Damian Murphy is joining YTML as principal consultant after 20 years with ...|
|... fintech firms have partnered to provide financial advisers with a life insurance software solution. Advice technology firm YTML (Your Technology Made Lite) was selected by software provider Omnium to act as its platform provider, offering advisers an ...|
|... must not ignore the regulatory risk of an outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there has been a shift in the understanding ...|
A former New South Wales Treasury Corp executive has joined the prudential regulator as head of investment risk.
MLC Life has been handed a new group insurance mandate from a retail superannuation provider.
Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.
The Federal Reserve is restricting the investing activities of policymakers and senior staff, including banning them from holding or trading individual stocks and bonds.
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