Search Results | Showing 211 - 220 of 1597 results for "Software" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant with software developments and regulations and improving cyber protection. The solutions will be made available to Diverger's 3500 accounting ... |
| | | | Software provider Fin365 is enhancing its capabilities by merging with two other financial services companies, appointing a head of technology services in the process. Fin365 will merge with Optimised Financial Planning Solutions (OFPS) and SMSF Paraplanners ... |
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