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Showing 621 - 630 of 1587 results for "Software"

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 ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need ...

BGL integrates with Xero for single database

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... compliance documents. "From what we can see, this integration is unique," BGL managing director Ron Lesh said. "Other software seems to be able to download client data from Xero Practice Manager, but no one seems to update Xero for changes in their software. ...

Macrovue hires from Macquarie and BT

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... with Goldman Sachs, will join as Macrovue's chief technology officer. He brings more than 20 years' experience building software for financial institutions to the role, having led teams delivering trading platform solutions for real time trading and ...

Hands off super: SMSFA

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
... recent passage of the Treasury Laws Amendment (Fair and Sustainable Superannuation) Act 2016. A May report from SMSF software company Class found about a third (31%) of self-managed super fund members were adversely affected by the 1 July 2017 superannuation ...