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Showing 321 - 330 of 1597 results for "Software"

Global Merces MD cops ASIC ban

KARREN VERGARA  |  MONDAY, 31 MAY 2021
... an independent investment banking firm, since March 2020. LinkedIn also shows that she has been a director at IXT, a software firm that automates process for investment managers, as well as a partner at Catalyst and Partners, a business-to-business advice ...

Apex ups ante on Mainstream bidding war

ANNABELLE DICKSON  |  WEDNESDAY, 19 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 ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... co-founded with Gundeep Sidhu. Upon acquisition, Sidhu left the company and founded a property facilities management software called NowYouCan. Morningstar Australasia managing director Jamie Wickham thanked Gara for his contributions to AdviserLogic ...

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 ...