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Showing 31 - 40 of 185 results for "Digital advice"

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... their own; both indexed strategies and actively managed strategies." Yesterday, the firm launched SaxoWealthCare, a digital advice service that provides customised advice for the Hong Kong market. Prasad said that SaxoWealthCare is also successfully ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... and worked at Commonwealth Bank and HSBC. Keary said during his time as chief executive he "helped build a strong digital advice brand and prospect pipeline in Australia and securing a strategic investor. With this role helping bridge the advice gap ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement of Advice (SoA) to their specifications in less time and at lower ...

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ...

Adviser exits spur innovation: Report

ANDREW MCKEAN  |  MONDAY, 6 MAR 2023
... blurring of the lines between investment platforms and advice technology software. The report also mentions that digital advice providers are focused on pitching to corporate customers like larger licensees and superannuation funds. The report notes ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
... have the tools available to them to meet the demand of professional financial advice. Combined with our Livepreso digital advice tool, we are excited to bring our cutting-edge WealthEye CRM solution to advice businesses of all sizes," Fowler said. The ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved on to digital advice and institutional funding and said last year it felt optimistic about the sector. Finura said: "With the model primarily endorsed ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... their circumstances at that time," Stewart said. "We think this is incredibly fertile ground for innovations in digital advice, for example, where we can see a cohort of thousands of potential clients who all have unique circumstances, but some common ...

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
... added it will also depend on technological capabilities. "So, to what extent is advice given by an algorithm or digital advice provider rather than the individual? It becomes a question for the provider or institution to say, 'how can I satisfy myself ...

Scientiam, DASH launch easy fund exit service

CASSANDRA BALDINI  |  WEDNESDAY, 2 NOV 2022
... moving, the Scientiam Transition Service is a way to help get them a better deal. They can transition to a rich digital advice solution, which includes educational content, modelling tools and access to a range of quality investment options," Baker added. ...