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Showing 301 - 310 of 1574 results for "software"

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
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. ...

Mainstream bidding heats up

ANNABELLE DICKSON  |  THURSDAY, 6 MAY 2021
... 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 ...

Adviser software soft launches

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
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 ...

Generation Life awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... 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. ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
... 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.

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
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 ...

Westpac earnings take hit

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
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 ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
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 ...

Mainstream moves forward with SS&C

ANNABELLE DICKSON  |  MONDAY, 19 APR 2021
... 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 ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
... 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 ...