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Showing 631 - 640 of 1574 results for "software"

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... ANZ Wealth has taken a number of steps to improve its life insurance offerings to advisers, having recently integrated software for its insurance, wealth, and advice solutions subsidiary OnePath with IRESS XPLAN, despite signalling in November last year ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... help them to grow their business and engage their clients," HUB24 managing director, Andrew Alcock said. In regards to software satisfaction, XPLAN remains dominant with 54% of planners using it as their primary software, though AdviserLogic secured ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... inclusive of purchase price, and various legal and transaction fees. In October last year, IRESS acquired superannuation software firm Financial Synergy for about $90 million, but IRESS said providing administration services to customer-owned banks is ...

Xero seeks global growth, director steps down

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
New Zealand-based accounting software company Xero has reaffirmed its commitment to machine learning and artificial intelligence to reduce compliance costs and arm accountants and financial advisers "with the tools required to support the world's small ...

Banks come out on top for climate change disclosure

EMMA RAPAPORT  |  TUESDAY, 11 JUL 2017
... reporting". Retail, food and beverage and staples: Each had 17% of companies rating as "No reporting". Telecommunications, software and services (14%) and media (11%) rated "No reporting". Two companies - G8 Education and Sky Network Television LTD have ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... advisers will benefit from having an independent cyber security review regardless of their selection of financial planning software," he said. Midwinter hopes to make Kamino's full suite of services available to the market by the end of Q3 2017.

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... his and/or her financial status and goals. Pathfinder will do the rest. No longer must the adviser fiddle around with software settings to "make it work," he said. The tool can be customised by its user to reflect their own branding and offers a range ...

SMSF software demand surges

KARREN VERGARA  |  THURSDAY, 6 JUL 2017
Super reforms have helped propel the demand for self-managed super fund software in the last financial year, according to Class Super. Class' SMSF market share surged to 24% from 19% year-on-year, hitting a record high of 140,000 client accounts in ...

MLC Life partners to accelerate underwriting process

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... respected and long established brand that is fast becoming an innovator in this market. We are thrilled they have chosen our software technology to help with their digital transformation. We look forward to playing our part in helping change the industry ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ...