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Showing 11 - 18 of 18 results for "Cashwerkz"

Cashwerkz, Complii partner to automate compliance

ALLY SELBY  |  TUESDAY, 3 DEC 2019
Listed fintech Cashwerkz has partnered with Complii FinTech Solutions; a secure, centralised digital platform, to automate the compliance process for stockbrokers and financial advisers. Complii software automates, records and reports on regulation ...

Cashwerkz chief steps down, trustee business to be spun off

ELIZABETH MCARTHUR  |  THURSDAY, 12 SEP 2019
The chief executive of Cashwerkz is stepping down from the top job. At the same time, Trustees Australian will be spun out with the view to potentially listing the business as a separate entity. In a statement this morning, Cashwerkz said Hector Ortiz ...

Aussie equities manager expands team

KRISTI CHENG  |  FRIDAY, 23 AUG 2019
... roles, where he worked mostly with a high net worth client base. He was most recently head of advised distribution at Cashwerkz. Prior to that, he worked at BT Financial Group and Westpac, the former of which he was at for seven years. "In an uncertain ...

Cashwerkz hires distribution lead from Perpetual

ELIZABETH MCARTHUR  |  TUESDAY, 20 AUG 2019
Cashwerkz appointed a senior adviser from Perpetual Private to the role of head of advised distribution. Paul Burbidge steps into the Cashwerkz position after five years at Perpetual. A spokesperson from Cashwerkz said: "In this role Paul will lead ...

Cashwerkz, Praemium ink deal

HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. The two firms have entered a "data feed partnership" that will allow advisers using Praemium to access Cashwerkz's marketplace offering from ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... licensee partnered with an innovative investment platform. Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates ...

Robo-advice register launches

KARREN VERGARA  |  TUESDAY, 23 OCT 2018
... and post-retirement services. This includes fintechs such as AtlasTrend, Aleda Capital, brightday, BRICKX, Care360, cashwerkz, LifeSherpa, netwealth and Six Park. Adviser Ratings chief executive, wealth Mark Hoven said the register of 36 robo-advisers ...

Cashwerkz offers paperwork relief

KERRIE SYDEE  |  TUESDAY, 14 JUN 2016
Online platform, Cashwerkz, has launched to the wider Australian market in the hopes of assisting financial advisers and SMSF consumers manage their term deposits more easily. The Cashwerkz platform aims to offer users a quick and easy way to research ...
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