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Showing 221 - 230 of 427 results for "Automated"

Class joins forces with bank

JAMIE WILLIAMSON  |  MONDAY, 28 NOV 2016
... with HSBC accounts and bolster foreign asset support in Class. He added that Class was also the first to offer fully automated general ledger accounting for international shares and foreign currency support for SMSF and wealth accounting. "The need for ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... investment ideas consistently across clients," Harrison said. "This was the catalyst for originally introducing the automated Record of Advice facility a few years ago, which was designed to centralise an adviser's model portfolio implementation and ...

IOOF launches new adviser portal

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
... Search capability to mine data, segments client types and export or generate as reports Key industry standard reports automated and delivered in the browser Self-validating online forms to minimise input error and increase efficiency Security features ...

Preqin buys solution platform

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... after forming a strategic partnership in January 2015. Baxon Solutions offers clients a tailored platform which provides automated solutions for front and middle office tasks such as monitoring, analysing, benchmarking and performance reporting. Preqin ...

Advisers to foot $24m bill

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... larger burden on smaller licensees relative to their larger counterparts. The paper notes that providers of digital or automated financial product advice or 'robo-advisers' will not be subject to a separate levy. The funding model is expected to be introduced ...

Advisers see fintech as tool not threat

KERRIE SYDEE  |  FRIDAY, 14 OCT 2016
... Financial Planning Standards Board (FPSB) aims to start a global conversation around the implications of fintech and automated advice for the delivery of holistic, client-centric financial planning advice. The report was developed from about 1700 survey ...

Worst 'fat cat' funds have high fee diet

MARK SMITH  |  WEDNESDAY, 28 SEP 2016
Automated investment adviser Stockspot branded 638 funds 'fat cats' in its annual survey of superannuation and managed fund performance, revealing high fees as the force behind underachievement. The study conducted analysis of 3,820 super and managed ...

CBA pays $180,000 in penalties

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
... occurred between 2011 and 2015, to ASIC, and later determined they occurred as a result of programming errors in its automated serviceability calculator. A total of 9,577 consumers were approved for overdrafts in circumstances that would have otherwise ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
... package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) tool, debt recycling calculator, investment property calculator, gap analysis tool and ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... professionals to be launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's portfolios including all advice, investing, compliance, rebalancing and tax reporting ...