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Showing 11 - 20 of 74 results for "Advice Technology"

Iress unveils Connectivity Network

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... partnering with Iress to explore new technology solutions, the fund can ensure that CFS is at the cutting edge of advice technology. "CFS is currently undertaking a significant transformation journey focused on leveraging technology to uplift our products ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... deliver leading digital capabilities for Australian financial advisers and their teams." "Our open architecture advice technology can help financial advisers grow their businesses and make it easier to widen access to financial advice in Australia." ...

Practifi expands its Australian footprint

CHLOE WALKER  |  FRIDAY, 29 APR 2022
The Australian financial advice technology firm has announced plans to expand further into the local market following great success in the US. Since completing its $24 million 'Series B' investment led by US based venture capital firm Updata Partners ...

Investment Trends, Finura Group partner

CHLOE WALKER  |  THURSDAY, 31 MAR 2022
... 2021 Adviser Technology Needs Report. Providing an in-depth review of recent developments in the Australian advice technology space, including a benchmark of functionality offered by established advice software providers, the partnership brings together ...

WealthO2 hires five to focus on tech solutions

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... significant cross-functional appointments which will play pivotal role in cementing our position as the first advice technology solutions company to focus on solving critical business issues across the end-to-end adviser experience," WealthO2 chief executive ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
Risk advice technology solution LifeBid has added to its board of advisers. Financial adviser Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
... this and inserting it into an adviser's existing workflow to solve a particular problem. We are a complete advice technology solutions provider as opposed to a product-style platform which seems to have lost their focus and the planner." ROAR chief ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... as Interprac's adviser technology consultant, based in Brisbane. Before joining InterPrac, she was the senior advice technology consultant at Queensland based Enzumo. "Sequoia is focussed on providing multiple services to its advice community that are ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... This has 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 ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
Bravura Solutions' advice technology division hired a chief technology officer from Integrity Life. Fraser Hamilton joined Midwinter as chief technology officer, taking over from Andrew McClelland who is stepping back to focus on the group's strategic ...