Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 90 results for "Advice Technology"

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... real-time modelling to streamline the advice process for both advisers and clients. "By integrating data with our advice technology, we're reducing duplication, saving valuable time, and significantly accelerating the path to a completed Statement of ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position in its ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial. Adam Webb has been appointed to the newly created role of executive general manager, customer, effective March. In his new role, Webb ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

DASH secures $20m investment from Bailador

ANDREW MCKEAN  |  MONDAY, 1 JUL 2024
DASH has secured a $20 million investment from Bailador Technology Investments. The advice technology solutions company plans to use the funding to accelerate its software and platform technology while expanding its team. DASH aims to grow its workforce ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... services at scale to consumers who cannot typically afford advice," Briggs said. Baker believes that digital advice technology is the only way to match the huge gap between the demand and supply of advice, and will improve the quality, accessibility ...

iFactFind partners with global tech firm

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... member administration will be instrumental in furthering Ignition's success in the region - a core part of the advice technology company's strategy. "Ignition's unique and purpose built, omni-channel digital advice platform has been engineered for financial ...