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Showing 191 - 200 of 1579 results for "Software"

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... 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 ...

The traditional CFO is no more: Study

CHLOE WALKER  |  WEDNESDAY, 1 MAR 2023
... 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 ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
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 ...

Fintech joins forces with advice students

KARREN VERGARA  |  TUESDAY, 21 FEB 2023
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 ...

HALO acquires UK fund manager

CHLOE WALKER  |  WEDNESDAY, 15 FEB 2023
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 ...

Government acts to regulate crypto assets

ANDREW MCKEAN  |  MONDAY, 6 FEB 2023
... 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 ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... 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 ...

Insignia saves thousands of hours with AI

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... 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 ...

AMP warns $68m impairment expected

CASSANDRA BALDINI  |  WEDNESDAY, 25 JAN 2023
... recognised in its FY22 results. The charges include the write-down of assets related to the development of an advice software solution, "onerous" lease contracts arising from reduced office space and a small amount of capitalised cost impairments. While ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... file notes, admin, chasing up information from clients and product providers, compliance with a licensee and navigating software. As such, the survey said that without addressing the entire advice process, removal of the obligation to provide an SoA ...