Search Results | Showing 11 - 20 of 96 results for %22COIN Software%22 |
| | ... platform that created China's first robo-advice solution appointed an ASX-listed corporate advisory firm for its initial coin offering (ICO). Bankorus, which now advises more than 200,000 high-net-worth investors representing an aggregate US$30 billion ... |
| | | Investors have lost about US$400 million in the initial coin offering (ICO) market due to theft and cyberattacks, a new EY report shows. EY studied 372 ICO projects globally in 2017 that raised US$3.7 billion in funds - twice the volume of venture capital ... |
| | | ... compliance documents. "From what we can see, this integration is unique," BGL managing director Ron Lesh said. "Other software seems to be able to download client data from Xero Practice Manager, but no one seems to update Xero for changes in their software. ... |
| | | ... increase their super before the June cut-off," he said. From the adviser and accountant perspective, SMSF administration software provider Class said the changes to super legislation is driving renewed interest in system automation - meaning a significant ... |
| | | ... top rated financial planning application, achieving the highest score ever recorded in the report's 11 year history. Rubik COIN and AdviserNetgain were ranked second and third respectively, while AdviserNETgain and Asgard took out the top spots for Hybrid ... |
| | | ... experience within the financial planning space and has specialised in financial planning software. She has worked at Decimal and COIN and her new role at Midwinter will involve engaging with digital clients, as the software firm edges closer to the release ... |
| | | ... OnePath, AIA Australia, BT Life and TAL. The top three risk software providers by planner satisfaction were XPLAN (IRESS), COIN and Midwinter. "Insurer relationships remain in a state of flux," Choi said. "While planners are stopping use of insurers ... |
| | | ... to our clients." Midwinter also appointed William Yang as senior software developer. Yang was previously technical lead on COIN at software company Rubik. Decimal Software business development manager Helen Thom joined Midwinter as business development ... |
| | | ... Trends' 2014 Planning Software Benchmarking Report. After XPLAN, the next highest-rated planning applications were Rubik Coin and AdviserNETgain. The report also notes that an increased focus on FoFA compliance has resulted in licensees making better ... |
| | | ... practices and licensees. Page was at AAP for over eight years and also spent a year as a general manager of the COIN software. She will start in her new role in January 2015 and her appointment follows the recruitment of Gayle Forster to the position ... |
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