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Showing 281 - 290 of 1597 results for "Software"

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 ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
WealthO2 has appointed Ahn Rutty to the newly created role of head of client success as demand for its adviser tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver ...

PADUA closes capital raise

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
The financial advice software company completed a $9.8 million capital raising with significant input from institutional investors. Acorn Capital provided a $4 million investment while Microequities' Private to Beyond the IPO fund and PADUA's corporate ...

Cannon-Brookes takes stake in Rabbitohs

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... when he purchased a minority stake in the Utah Jazz - a basketball team based in Salt Lake City, Utah. Founder of survey software company Qualatrics Ryan Smith is the majority owner of the Jazz, purchasing his stake for US$1.66 billion. It is believed ...

Active Super adds board director

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... of experience to the board. "Nathan's strategic mindset and commercial acumen - refined by his time working in IT software and hardware - are further complemented by his experience working in local and federal government," Loades said. "Active Super ...

Centrepoint partners with Iress

KARREN VERGARA  |  WEDNESDAY, 10 NOV 2021
... ongoing advice fee consent is an industry-wide challenge and the ability to send the consents electronically from an advice software to the product providers drives efficiencies by minimising the compliance and administrative burden on advisers. "We ...

Most shorted companies on ASX: Report

ELIZABETH MCARTHUR  |  TUESDAY, 2 NOV 2021
... most shorted listed companies include several mining and resources companies along with Crown Resorts and accounting software firm Xero. That's according to new analysis from US-based researcher Fintel. It reported that as of October 31, it considers ...

Six Park hires operations chief

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
... Prior to that, she was at Westpac subsidiary St. George for more than a year. The firm also hired Anton Ivanopoulos as a software engineer. He previously worked in similar roles at customer service software firm Zendesk and patient engagement platform ...