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| | | ... a similar role at QIC covering alternative asset offerings, prior to which he was head of sales, Asia Pacific at Eze Software, which is now part of SS&C. O'Connor said he is excited to be developing Northleaf's presence in Australia. Globally, Northleaf ... |
| | | | ... acquisition. Now, Ivan Gower has joined Morningstar to lead its financial planning solutions - including financial planning software AdviserLogic, revenue management software PayLogic, its compliance and business management solutions for licensees, and ... |
| | | | ... "We want to enable all financial advisers across Australia to access our tech-enabled services as well as our new SaaS software capability. This adviser distribution team will allow us to go to a new level, whilst enhancing the incredible service standards ... |
| | | | ... benchmarking, research, and sales and asset market share reporting, all fully integrated and accessible through the RainmakerLive software platform. Rainmaker also has a significant media, events and awards business operated under its key mastheads ... |
| | | | ... its first Australian office in February 2020 to expand its client base as well as research coverage. Preqin Pro is a software subscription platform that tracks data (such as fundraising, deals and exits) for six main alternative asset classes: private ... |
| | | | ... comparability across products. The new tool will see a refresh of several Morningstar solutions, including its financial planning software, AdviserLogic. Dixon said this will enable advisers to be more confident they are meeting their best interest obligations ... |
| | | | ... in senior roles across several boutiques and Westpac. She previously led the strategy and technical services team at software firm NowInfinity and served as a director at SMSF Blueprint, an SMSF trustee educational platform. |
| | | | The financial services software company hired a global head of product as it looks to focus on design innovation. Amir Ansari joins from digital consultant firm Transpire where he was director of user experience. He is also currently chair and mentor ... |
| | | | One of Australia's largest super funds, $60 billion industry fund HESTA, has selected a software-as-a-service platform to manage its finance operations. TechnologyOne was selected by the fund to streamline financial reporting, with the aim of allowing ... |
| | | | ROAR Software, formerly known as YTML, has won a technology solution mandate from a recently launched dealer group. Dealer group Finchley & Kent claims that its advisers save up to 60% of their time on administrative work as a result of this new partnership. ... |
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