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Showing 541 - 550 of 1587 results for "Software"

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 ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... Ireland chief executive. Last year, Ignition Wealth also struck a deal with BT Panorama. Ignition Wealth operates as software as a service (SaaS). The funds are held by clients like banks, insurance companies, and superannuation funds. Ignition doesn't ...

Software provider wins European asset management mandate

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
... asset management giant has signed a long-term contract with an ASX-listed wealth management and funds administration software provider. Legal and General Unit Trust Mangers (UTM), has signed a long-term contract with Bravura Solutions, with the deal ...

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
... and accessibility of financial advice. The partnership will give advisers access to Integrity Compliance's compliance software. Members are currently trialling new advice software, and several initiatives around business growth strategies and technology ...

Asset manager awards admin mandate

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... technology. This scalable solution can support both large and specialty fund managers who are looking for compelling software solutions." In early March, Global Merces launched a regtech solution that slashes the managed funds application process to ...

SMSF cash balances not ballooning: BGL

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
... this year," he said. Overall, cash represented about 20% of SMSF assets in both 2017 and 2018. The SMSF administration software developer looked at cash balances of the 140,000 funds hosted on its platform - in an analysis Lesh said is "reasonably representative" ...

CountPlus rolls out new service to member firms

ALEX BURKE  |  TUESDAY, 12 JUN 2018
... extended its partnership with Xero to provide access for all member firms to the company's cloud-based accounting software. This extended partnership was referred to a "platinum agreement" by CountPlus chief executive Matthew Rowe, who explained ...

Avaloq expands Australian footprint, appoints senior roles

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
Global financial services software provider Avaloq, which boasts clients such as BT Financial Group and Crestone Wealth Management, is ramping up expansion initiatives in Australia with two senior appointments. Anantha Ayer has been appointed general ...