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Showing 251 - 260 of 1574 results for "software"

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... percent of advice firms use Office 365, Finura said. "Expect to see strong growth in Microsoft ISV's (Independent Software Vendors) rolling out new productivity tools purpose-built for wealth," the firm said.

IFM Investors PE portfolio carbon neutral

CHLOE WALKER  |  TUESDAY, 11 JAN 2022
... Australia's largest National Disability Insurance Scheme (NDIS) My Plan Manager (MPM), Payapps, a Melbourne-based, global Software as a Service (SaaS) provider in the construction and building management sector, and Genie Solutions, a Brisbane-based ...

Smart default fund to boost retirement incomes

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... dumping all members in the same investment option for life should be over," he said. The 'Smart Default' fund uses a SAAS (software-as-a-service) solution to automatically tailor the existing investment options of superannuation funds to a member's own ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... created challenges for advisers and licensees, but also makes it an exciting time to be working in advice technology. Software can add substantial value to an advice business and is something that becomes an integral part of its processes; therefore ...

Link agrees to $3bn takeover

KARREN VERGARA  |  THURSDAY, 23 DEC 2021
A North American software provider is set to acquire Link Group for $2.9 billion, ousting private equity firm Carlyle Group in the bidding process. Dye & Durham is willing to pay $5.50 for every Link share in exchange for acquiring 100% of the ASX-listed ...

HESTA launches Future Planner tool

CHLOE WALKER  |  WEDNESDAY, 15 DEC 2021
... collaboration across its partner network. Long-time partner, strategic design and innovation company AKQA and advice software technology experts Iress were involved.

ASIC bolsters leadership

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
... effectiveness. Joining in January as executive director, operations will be Zak Hammer. She is currently a director at Inform Software and previously spent nearly two decades at Qantas in a range of senior roles including head of business technology ...

CFS targets adviser market

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... technological and operational spend as CFS works to integrate with external financial planning, accounting and other software. "We know that advisers use a plethora of software solutions, and we think there's a huge opportunity to integrate seamlessly ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research and software solutions. He replaces Phil Winter, who is relocating back home to Chicago and will remain with Morningstar. Bryant has an ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... static asset allocations will likely not be as effective going forward." The tool uses sophisticated cash flow management software in the background but has a simple interface advisers can walk clients through. Murphy said the tool uses a "dynamic decumulation ...