Search Results | Showing 631 - 640 of 1574 results for "software" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 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 ... |
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