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Showing 401 - 410 of 522 results for "cloud"

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 ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
... integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement tools that ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
Self-managed super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes. The new iSystem application was designed create a closer collaboration ...

Accountants replaced by Cloud technology

MARK SMITH  |  TUESDAY, 30 APR 2013
... small and medium sized enterprises (SMEs) would consider replacing roles currently performed by their accountant with a cloud-based accounting system, according to a new national research study by accounting service provider CCH. The research shows that ...

Justsuper to move SMSFs to BGL cloud solution

LAURA MILLAN  |  MONDAY, 29 APR 2013
... (SMSF), will move the 1,500 SMSFs currently administered on BGL's Simple Fund Desktop solution to the Simple Fund 360, BGL's cloud solution. Simple Fund 360 will be released to clients on the third quarter of 2013 and has been in development since 2011. ...

Planners must boost SMSF specialisation: SPAA

ALICE URIBE  |  THURSDAY, 11 APR 2013
... younger and much more tech savvy. "It is up to the adviser to embrace these changes," he said. Last week Wealthtrac launched a cloud-based online administration service for SMSFs.

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
Wealthtrac, has launched a cloud-based SMSF platform that centralises administration and reporting to build efficiencies for advisers. The platform comes after two years of research that investigated where independent advisers could benefit from greater ...