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Showing 401 - 410 of 528 results for "cloud"

Midwinter pairs AdviceOS with online accounting platform

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
... financial planning software with online accounting platform Xero Cashbook. Midwinter said this combination of software "in the cloud" will enable financial advisors to oversee their clients' accounts more efficiently and help the clients manage their ...

UFS adopts Rubik's 'Bank in a Box' technology

JAMES FERNYHOUGH  |  TUESDAY, 26 NOV 2013
... adopted Rubik's Software as a Service (SaaS) product. The 'Bank in a Box' solution provides comprehensive banking software via cloud technology to financial organisations that cannot or do not want to develop their own system. Cathy Tunbridge, chief ...

Now for a taper in December

BENJAMIN ONG  |  THURSDAY, 31 OCT 2013

Wealthtrac launches SMSF smartphone app

ALEX DUNNIN  |  THURSDAY, 10 OCT 2013
... managed super that even facilitates fund establishment while mobile. Wealthtrac managing director, Matthew Johnson, said, "Our cloud-based SMSF platform brings together all SMSF administration and reporting needs into one centralised hub." He said the ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... customised portal with different content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS allows the use of different "client stories" based on client age or ...

Coalition victory to boost business confidence

MARK SMITH  |  FRIDAY, 6 SEP 2013
A Coalition victory in tomorrow's election will provide a welcome boost to business confidence but without a majority in both houses the lift may not be enough to plug the hold left by the end of the mining investment phase, according to UBS strategist ...

BGL releases cloud-based SMSF software

STAFF WRITER  |  TUESDAY, 13 AUG 2013
... to 30 of the technology provider's clients. BGL managing director Ron Lesh described the new software as the first real cloud solution available to SMSF administrators. "Unlike the other hybrid SMSF administration cloud solutions, which are actually ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ...

Market Wrap AM

AAP  |  MONDAY, 17 JUN 2013
The Australian market looks set to open lower despite gains on Wall Street at the end of last week. At 0845 AEST on Monday, the June share price index futures contract was down 26 points at 4,759. In economic news on Monday, the Australian Bureau of ...

Boardroom cloud tech eases organisational burden

MARK SMITH  |  THURSDAY, 13 JUN 2013
... and administrators, has adopted a new technology to simplify distribution of essential documents for board members. The cloud-based iqBoard app, produced by IQ Group, allows the ASP to access secure hub where board packs and documents can be easily stored ...