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Showing 41 - 50 of 122 results for "API"

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
Embattled wealth manager Evans Dixon has appointed a new chief financial officer and company secretary. Paul Ryan has been promoted to the role, formerly serving as Evan & Partners private capital managing director. In a release, the firm said Ryan ...

SMSF data misleading: BGL

ALLY SELBY  |  FRIDAY, 31 JAN 2020
... did not reach the level where the $1.6m pension cap was indexed" he said. "The inability of the ATO to provide automated (API) access to pension balances looms as a huge problem for the industry. "If the current method of indexation remains law and the ...

Trustee firm expands into fund administration

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2019
A trustee services and financial technology provider is continuing its rapid growth trajectory, unveiling plans for a full stack superannuation administration service to launch in early 2020. Sargon is expanding its offering, with plans to launch a ...

Saxo partners for new reporting service

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 SEP 2019
... service for self-directed investors. Saxo described the initiative as "open banking-like" in its approach. Through an open API (application program interface) Saxo clients in Australia will be able to create share trading summary reports with one click. ...

NEOS Life partners with insurance tech firm

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2019
... SmartOffice CRM and NEOS data. Ebix Australia vice president Philip Fourie said: "Our deep industry consulting experience, API-driven architecture and proven local track record has seen Ebix OneOffice successfully implemented at four new local life insurance ...

Intiger makes global operations head redundant

KARREN VERGARA  |  MONDAY, 29 JUL 2019
... services continue to receive." Flagship software BOOM has rolled out new features, including a new advice request process, API for third-party integration, SOA quality checking system and an improved online fact find.

Open banking reforms a boon for fintech

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... announcement, embracing the start of open banking and voluntarily sharing some data via an application programming interface (API) for the first time. Westpac chief data and strategy officer Jamie Twiss assured customers that data security was crucial ...

Industry fund appoints inaugural CIO

KANIKA SOOD  |  WEDNESDAY, 22 MAY 2019
... She said Energy Super recently launched many new initiatives such as an Indexed Balanced Option, member apps, digital card, API platforms, data analytics, CRM system upgrades and automated campaigns. "The fund needs to continue to ensure we build capability ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... and CRM solution AdviceOS and found acquiring InvestmentLink was a good fit. "We intend to create one comprehensive research API service that provides transactions and balances for investment options (provided by InvestmentLink), research for those investment ...

NPP chair breaks down rollout

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 APR 2019
... Platform's future capabilities." The first step of the rollout has been completed, with McKinnon saying the NPP has rolled out an API framework to enable the utility of the platform's ISO20022 messages to be extended more broadly, as well as a cloud-based ...