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Showing 521 - 530 of 1574 results for "software"

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
IRESS integrated its recently acquired data analytics solution with financial planning software XPLAN. IRESS has made it easier for licensees to identify actual and potential scenarios where advice standards are not being complied with by integrating ...

Royal Commission work impeded: Hayne

DARREN SNYDER  |  THURSDAY, 2 AUG 2018
... correspondence on July 20 and July 22, Questor's solicitors put the missing files down to an export function error in IOOF's software. A further delay occurred as the documents were reviewed for claims of legal professional privilege. Questor's solicitors ...

AustralianSuper tax specialist heads to fintech

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
A wealth management software provider has hired a senior analyst from AustralianSuper, as it builds out its suite of tax products and their distribution. Elly Grace is joining GBST as a client relationship manager and a tax SME on its tax solutions ...

SuperConcepts searches for new CTO

KARREN VERGARA  |  WEDNESDAY, 1 AUG 2018
... the business the end of 2018. Prior to joining SuperConcepts, he was the chief executive of Supercorp, a superannuation software solutions company he founded and led for more than 28 years. AMP acquired Queensland-based Supercorp in November 2013 at ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... Macquarie Wrap out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment research categories respectively.

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
... Thom said she was looking forward to expanding decision guidance into new industries. "In my early career in the advice software space I was hands-on, trialing and piloting the first advice platforms and training paraplanners in different types of technology. ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... rounded the top five out of a possible list of 17 providers. AdviserNETgain and Lonsec took out the tops spots for planning software and investment research categories respectively. The results show advisers' dissatisfaction with technology during ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... during client meetings to become the norm. Peker added the results provide an opportunity for platforms and planning software providers to collaborate with planners. "Technological advancement is rapidly increasing consumer expectations, a so-called ...