Search Results | Showing 11 - 18 of 18 results for %22Cashwerkz%22 |
| | 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 ... |
| | | 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 ... |
| | | ... 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 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 ... |
| | | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | 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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