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Showing 41 - 50 of 1445 results for "Software"

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... efficiencies in technology, the 2023 Adviser technology needs report shows, and are willing to pay a premium to access such software. The average number of clients serviced by any single adviser appears to be slowly but surely approaching Dunbar's ...

UniSuper rides tech tailwinds to strong returns

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2023
... Microsoft he said: "Microsoft Windows (installed base of 1.6 billion) still has no serious competitor in the enterprise software segment. The company has used its market power to establish itself as a leading player in the high growth cloud business ...

Advice firm revenues jump 45%

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... average of 27%. Not all practices use technology to complete the paperwork. Only 77% and 66% respectively would rely on software to generate an SoA and Record of Advice. Less than half (42%) use technology for fact-finding. Over half (55%) of practices ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
... processing technology. Fourth Line chief executive Joel Ronchi said that the acquisition includes a suite of micro-application software specific to advice assurance, AI code, integration tools, and rules-based algorithms. Regtech TIQK went into liquidation ...

Family office goals at odds with reality: UBS

JAMIE WILLIAMSON  |  WEDNESDAY, 31 MAY 2023
... target of cyberattacks. Of those targeted, 17% said it's occurred more than once. Of those with controls in place, like software and vulnerability testing processes, just 15% say they are highly advanced. Elsewhere, broad findings on Asia Pacific show ...

JPMorgan developing investment advice AI

ANDREW MCKEAN  |  TUESDAY, 30 MAY 2023
... AI-powered investment advisory tool, IndexGPT. It's envisioned IndexGPT will harness the power of "cloud computing software using artificial intelligence" to analyse and select securities that are tailored to the unique needs of customers, according ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... investments in its core Australian franchises, focusing on wealth management, trading and market data, and superannuation software. Additionally, Iress plans to manage its broader portfolio of assets with a "private equity mindset" by empowering local ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... years. Expected transaction costs for this financial year are $400,000, HUB24 said. HUB24 further explained that the software specialist will retain its "entrepreneurial culture" whilst benefitting from HUB24's technology infrastructure and shared services. ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora Advice, went into voluntary administration on March 15, and was scooped up ...