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Showing 561 - 570 of 1586 results for "Software"

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... support our clients," he said. A spokesperson for IRESS told Financial Standard the acquisition was a natural step for the software provider, having worked closely with Netwealth for more than a decade. "For more than 10 years, Pathway has delivered ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
Optimo Financial has enhanced its paraplanning software Pathfinder Online to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate in the ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
... paperwork such as catching up with clients instead of being trapped behind a computer. DBA Advisory and financial planning software provider FinPal recently joined forces to give advice practices access to cost-effective outsourcing solutions. The partnership ...

Antipodes expands investment team, creates active ETF

DARREN SNYDER  |  THURSDAY, 5 APR 2018
... development. He previously spent eight years at Dimensional Fund Advisors. Mitchell said given Rabbitt's background as a software designer it will allow the firm to "automate all of our internal and external performance measurement and reporting." The ...

Link Advice chief departs in business restructure

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... incorporated into Link Group's Information Digital and Data Solutions (IDDS) business. Adviser Network's Super Blueprint software was one of the first providers of investment, retirement adequacy, superannuation and insurance robo-advice in the Australian ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... cost-effective, "off the shelf" outsourcing solution to ease back-office pressures. DBA Advisory and financial planning software provider FinPal have joined forces to improve the technology through which remote team members are managed, significantly ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... fund will use manual intervention only for regulatory requirements and special circumstances. Statewide previously used software from multiple providers to manage its member transactions but now it will shift to IRESS's unified platform. The move lets ...

Super Plus switches to SMSF fintech

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Brisbane-based SMSF administrator Super Plus is migrating its clients to Mclowd, which provides its core software for free. The administrator has entered into a five-year agreement with Mclowd - a fintech with about $1 billion in super assets under ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
Financial planning software developer Intiger Group has appointed a global head of productivity and optimization. George Jaja joins from Commonwealth Bank's wealth management division where he was "instrumental in driving major change programs." In ...