Search Results | Showing 601 - 610 of 1571 results for "Software" |
| | | FinPal will add functionality for mortgage brokers to its software to accommodate for the increasing overlap of broking with financial advice. The next release of the FinPal software will seek to bridge the gap created by advisers and brokers using ... |
| | | | ... interaction; and the rise of quantitative investing. Bloomberg global head of machine Gideon Mann defines machine learning as software that incorporates "fairly complicated statistical models" by using optimisation techniques to fit certain parameters. ... |
| | | | ... traditional wraps and the unlisted managed funds platform mFund. The following month, WealthO2 launched Super Simplifier, software solutions that enable clients to select a mix of investments from a pool of assets broader than that of a retail or industry ... |
| | | | BT Financial Group is enhancing its Panorama platform's SMSF solution through a partnership with a leading software provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama ... |
| | | | ... helping investors find investment products. Welfie meanwhile, is attracting interest from advisers wanting to use the software for clients. It isn't intended to disrupt the advice industry, rather to complement it, says Pettit, who is also managing director ... |
| | | | ... online financial adviser partnered with Class in May to enable accountants using the self-managed superannuation fund software to indirectly provide financial advice without an AFSL. Golombick told Financial Standard at the time that under the partnership ... |
| | | | ... industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and insurance industries. Midwinter said ... |
| | | | ... has been specified, Bungard said this was because of AMP's SuperConcepts business, which functions as a "competitive software solution." He added that AMP represents about 6% of Class' recurring revenue. Nonetheless, he continued, Class has maintained ... |
| | | | Industry software provider IRESS recently enhanced its training offer to include CPD point accreditation and introduced a program of structured learning pathways. The changes to XPLAN education and training took effect this week, and include a program ... |
| | | | ... advice, superannuation and lending. To meet these obligations effectively and efficiently, sophisticated and integrated software is required to control and limit events proactively," Walsh said. He highlighted the importance of complex data sets in monitoring ... |
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