Search Results | Showing 301 - 310 of 1574 results for "software" |
| | | Centrepoint Alliance has appointed a head of business and operations for its recently acquired advice software arm Enzumo. Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. ... |
| | | | ... steps to terminate the Vistra scheme implementation deed and pay the $1.7 million break fee. SS&C is a US-based global software and services provider for financial services and healthcare. The acquisition would accelerate the company's growth in ... |
| | | | A new financial planning software that is free of charge promises to alleviate the cost of advice. ProductRex helps financial advisers assess superannuation and investment product recommendations by comparing fees and asset allocation between platforms ... |
| | | | ... investment administration solution for its new investment-linked lifetime annuity and existing investment bond business. The software, InvestPro, provides unit pricing, cash allocation and rebalancing, tax accruals, investment accounting and reporting. ... |
| | | | ... using the myprosperity platform to generate a standard, legally binding will from View Legal on behalf of clients. The software also caters to accountants and consumers, tracking some $75 billion in assets and $14 billion in liabilities. |
| | | | Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ... |
| | | | The bank has announced a $282 million hit to its statutory profit after an increase in customer refunds, software write-downs and accounting losses, ahead of its interim results. Westpac recorded $220 million in customer refunds, payments, associated ... |
| | | | The financial services software company has announced it is integrating Objective Corporation with its blockchain technology for its design and distribution obligations (DDO) solution. The integration will allow product issuers to publish Target Market ... |
| | | | ... SID is terminated and the break fee has been paid, the SS&C SID will become fully operative. SS&C is a US-based global software and services provider for financial services and healthcare. The acquisition would accelerate the company's growth in ... |
| | | | ... often different to the stressed one who will have to stick with the journey." Oxford Risk assists wealth managers with software to help their clients in face of complexity, uncertainty and has developed algorithms to target products, communications ... |
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