Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 461 - 470 of 1571 results for "Software"

Intiger makes global operations head redundant

KARREN VERGARA  |  MONDAY, 29 JUL 2019
... to acquire new clients and that it was "pleased at the level of interest our services continue to receive." Flagship software BOOM has rolled out new features, including a new advice request process, API for third-party integration, SOA quality checking ...

BT Panorama boosts functionality

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... participation via the digital consent functionality is now available as is a new SMSF dashboard with integrated accounting software. According to Investment Trends' 2019 Planner Technology Report, BT Panorama is the highest rated platform for mobile ...

Open banking reforms a boon for fintech

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... the performance, reliability and security of the system before any personal consumer data is shared. It will also give software developers and fintechs a network of financial institution's data to build and improve financial services." The aim of open ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN and Midwinter. Peker said planners were looking for better tools to facilitate ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
Financial planning software provider AstuteWheel launched the third generation of its software solution, with new regtech capabilities. The third generation of the firm's software adds functionality, with a new base product allowing advisers to onboard ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... subject to the same tax regime," Cappetta said. The firm uses a third-party portfolio optimiser and has built proprietary software around it. The strategy is classified as low risk active with a tracking error of 1-2% p.a., the firm said.

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
... partnership with Commonwealth Financial Planning. Intiger will refocus its strategy on developing and marketing its BOOM software after it failed to negotiate an ongoing commercial arrangement following the completion of a pilot program with Commonwealth ...

Investec closes robo-advice

ELIZABETH MCARTHUR  |  MONDAY, 20 MAY 2019
... service due to an underlying operating loss of GBP12.8 million and an additional GBP6 million write-off of capitalised software this year. Investec has approximately 10,500 employees. It is not known how many worked on Click & Invest. Consultation with ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
Midwinter announced changes to its leadership team after completing the acquisition of financial planning software provider InvestmentLink. InvestmentLink contains over 4.4 million client accounts across 300 superannuation and managed funds. It has ...

Super funds grapple with PYSP deadline

KARREN VERGARA  |  FRIDAY, 10 MAY 2019
... significant pressure seems to be around uncertainty and differing interpretations of the PYSP legislation and regulations. "Software providers and third-party administration service providers could find implementation particularly tricky where multiple ...