Search Results | Showing 31 - 40 of 1445 results for "software" |
| | | ... greenwashing among ETFs, managed funds, and shares. Meanwhile, Voyant offers holistic financial advice and wealth management software. It partnered with Practifi last year and is used by global firms such as Lloyds Bank and St. James's Place. Spark ... |
| | | | IFM Investors (IFM) has made a substantial investment in global energy software provider Tally Group (Tally) via its Australian growth equity fund, IFM Growth Partners 2. Tally currently serves over 70 energy retailers across Australia, New Zealand ... |
| | | | ... Partners Program aims to connect Midwinter clients with a network of paraplanning professionals trained in the Midwinter software. According to Midwinter, a key feature of the program is its unique paraplanning licence, which allows for paraplanners ... |
| | | | ... super, manage insurance, trade shares, and consolidate and switch funds. Iress will also continue to provide enablement software for the merger entity via Xplan Prime, which enables funds to produce and document objective-based advice. Iress chief executive ... |
| | | | ... private equity firm Pemba Capital Partners and several advice industry veterans. "As the only SMSF administrator with software accreditation, and one of only 12 SuperStream suppliers approved by the Australian Tax Office, SuperConcepts is uniquely qualified ... |
| | | | ... money, and resources to run deep due diligence into financial products. SuitabilityHub provides all advisers digitised software that can bring a more holistic approach to the Best Interest Duty by looing looks at clients' needs and values that goes ... |
| | | | ... Intelligence flatlined until GBST saved it from extinction in July. GBST also salvaged Creativemass' financial advice software WealthConnect. Unlike Creativemass and Advice Intelligence, Garret said Six Park is "definitely not in voluntary administration" ... |
| | | | Industry Super Property Trust (ISPT) has implemented global software provider SS&C Sylvan (SS&C) for performance measurement and attribution. SS&C will now automate ISPT's data ingestion while simultaneously calculating capital and income returns ... |
| | | | ... June. At the time, they were collectively worth $28 billion. Another major recent divorce among rich listers is that of software billionaire and high-profile climate activist Mike Cannon-Brookes and wife Annie. The pair, who married in 2010 and have ... |
| | | | GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ... |
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