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Showing 411 - 420 of 528 results for "cloud"

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 ...

Qantas Super takes flight with iqBoard

LAURA MILLAN  |  WEDNESDAY, 20 FEB 2013
... manage boards and committees," IQ Group's CEO Graham Sammells told Financial Standard. iqBoard is hosted by IQ Groups own cloud computing environment, iqCloud, and the whole system has been carefully secured and encrypted. "There are a series of passwords ...

DomaCom GPS increases software footprint

MARK STORY  |  WEDNESDAY, 30 JAN 2013
... free planning software. DomaCom is using a free trial of its Guided Planning System (GPS) - following its rebirth on the cloud last year - to build interest among advisers in its' new platform, the first product of which is expected to be released later ...

Upside for risk assets in 2013: Threadneedle

MARK SMITH  |  THURSDAY, 6 DEC 2012
Next year promises to be fraught with uncertainty for investors but an easing of the largest global risks should pave the way for stronger returns in risk assets, according to Threadneedle's Mark Burgess. Overall the chief investment officer says Threadneedle ...

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS  |  MONDAY, 3 DEC 2012
Scaled advice is one of the most obvious paths towards success in a brave new world of financial planning, said Mercer's advice industry leader. The financial planning industry has failed to recognise what people want in the past, and needs to offer ...