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Showing 651 - 660 of 1587 results for "Software"

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 ...

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 ...

ASIC bans ex-AMP adviser

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
... have the traditional business model of its other clients. On a number of occasions, its trade surveillance monitoring software raised alerts for orders entered, prompting an internal memorandum to management, who decided additional analysis was required ...

MLC appoints claims chief from AIA

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... team as they implement new claims handling technology, following on from the group's partnership with claim management software provider ClaimVantage. "Natalie is a highly accomplished professional who joins us in a period of tremendous growth in the ...

Software provider upgrades ahead of super deadline

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
Accounting document software provider MyWorkpapers has released a raft of features ahead of the introduction of new superannuation regulation on 1 July. The cloud-based platform enhanced its SMSF 5.0 feature to meet the incoming legislative requirements ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... majority financial advice firms are still choosing to rely on Microsoft Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said. According to the financial technology provider's ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... These include scaled advice tools, online self-service tools to capture client (or prospect) information, transcription software, and robo-investment technologies. However, there is a clear suggestion that managed accounts will continue their rise, with ...

Collaboration call for SMSF auditing

DARREN SNYDER  |  WEDNESDAY, 14 JUN 2017
SMSF auditor Evolv launched its latest software platform this week and the new product is aiming to encourage industry collaboration. Auditors across the self-managed superannuation industry now have the opportunity to licence the Evolv White platform. ...

Link Group acquires robo-advice business

ALEX BURKE  |  MONDAY, 5 JUN 2017
... incorporated into Link Group's Information Digital and Data Solutions (IDDS) business. Adviser Network's Super Blueprint software was one of the first providers of investment, retirement adequacy, superannuation and insurance robo-advice in the Australian ...