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Showing 461 - 470 of 1574 results for "software"

Iress announces changes to Xplan

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 JUL 2019
... to its popular Xplan offering which should improve functionality for thousands of advisers. The changes to the advice software platform will be released on Friday. Iress says these changes followed a year of user input and testing globally as part of ...

$50bn super fund links with software firm

HARRISON WORLEY  |  WEDNESDAY, 31 JUL 2019
A $50 billion industry superannuation fund partnered with a global investment data management software firm. Matrix has been selected by Cbus to provide the giant superannuation fund with investment management software designed to analyse the fund's ...

Industry fund changes asset consultant

KANIKA SOOD  |  MONDAY, 29 JUL 2019
... years to TAL starting July 1. Earlier this month, LGIAsuper mandated its back-office administrative platform to Indian software giant Tech Mahindra in a move that chief executive Kate Farrar said would halve the annual costs of providing administration ...

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 ...