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Showing 41 - 50 of 107 results for "Advice platform"

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
A provider of automated investment solutions is opening an Australian office to meet the growing demand for digital financial advice. With a newly established office in Sydney, Quantifeed will leverage local software engineering talent to grow its offering. ...

Ignition lifts off in Ireland

HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 12 DEC 2018
... assist the bank's millions of customers on their wealth journey. The deal will see Ignition's digital advice platform support the bank's customers with financial wellness and saving, as well as more traditional wealth functions such as investment ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... Midwinter entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. It enabled seamless integration with PractiFI's advice-specific CRM, preventing duplicate data entries ...

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
A B2B digital advice firm co-founded by a former Vanguard Australia executive has merged with a retiree advice platform founded by a former Challenger distribution head. In a deal finalised this morning, SuperEd merged with Retirement Essentials. SuperEd ...

Ex-industry super fund chief joins robo-adviser

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
A former industry superannuation fund chief executive has joined the board of a robo-advice platform. Danielle Press is now the first female director on the board of Six Park, bringing 25 years' of experience in financial services. "Danielle brings ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users ...

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 ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
... its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...

Decimal announces key super fund contracts

DARREN SNYDER  |  TUESDAY, 27 FEB 2018
... it would partner with Statewide Super in 2016, the $8 billion fund has officially launched the Eqilize digital advice platform to more than 145,000 members. Pollock described this milestone a proud moment, especially as it was Decimal's first project ...