Search Results | Showing 241 - 250 of 1597 results for "Software" |
| | | Midwinter has extended its advice software with the launch of MultiGoal, a strategic goal optimisation engine for financial advisers. Advisers using Midwinter's financial advice software can now access the interactive tool to assist their clients in ... |
| | | | ... reflects Padua's continuing growth and expansion in the financial advice market as we are seeing significant interest in our software, services, research and data," he said. "He has a wealth of sales experience, and his strong financial background will ... |
| | | | ... expense of their main platform. The use of multiple platforms by advisers means that platform integration with planning software is becoming more important. In choosing a platform, advisers responded that they continue to prioritise providers based on ... |
| | | | ... would use an end-to-end solution if it saved time and guaranteed less errors. They also said existing financial planning software providers are best placed to deliver such a solution. |
| | | | ... (PCT) digital arm to drive its digital solutions and innovations strategy. With over 25 years' experience in technology, software and operations, Alder was most recently chief operating officer, APAC and head of operations, Australia and Asia at Bravura ... |
| | | | Insignia Financial has partnered with technology software firm Personetics to boost its financial advice offering. Using data personalisation experts, the collaboration will trial technology, tailor information and create new user experiences to reach ... |
| | | | ... Consulting Group. Price also served in senior executive roles with both Equifax and Dun and Bradstreet. The financial services software provider said the appointment followed a thorough succession planning, candidate search and evaluation process. Its ... |
| | | | ... advantage, and Blackstone's investment will enable it to create a uniquely positioned company with ownership of critical software, technology, and a scalable exchange for trading voluntary carbon offsets and related environmental products. "We believe ... |
| | | | ... also bolstered its technological capabilities, partnering with Midwinter Financial Services for its financial advice software. |
| | | | ... Voyant's platform to eliminate rekeying. Commenting, Practifi's director of advice solutions - APAC Umesh Banga said the software's intuitive feature set will provide a stronger user experience and help streamline business performance for advisers ... |
|