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Showing 601 - 610 of 1571 results for "Software"

FinPal integrates broking capabilities

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
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 ...

Financial services firms eye machine learning

KARREN VERGARA  |  THURSDAY, 2 NOV 2017
... 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. ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... 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 expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
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 ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... 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 ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... 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 ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... 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 ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... 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 ...

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
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 ...

IRESS enters regtech realm

JAMIE WILLIAMSON  |  MONDAY, 25 SEP 2017
... 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 ...