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| | | ... welcomed a well-known wealth management executive to its board. Effective 1 April 2017, Nicolette Rubinsztein joined the software provider's board as an independent non-executive director. Most recently general manager, retirement at Colonial First State ... |
| | | | ... Following the February departure of Bravura Solutions managing director Asia Pacific, Roland Slee, the wealth management software provider has filled its head sales role with a newly-created position. Taking on the responsibility for APAC sales and pre-sales ... |
| | | | ANZ entered into an agreement with an ASX-listed provider of knowledge management software. Knosys develops enterprise-grade knowledge management software which facilitates information sharing across disparate business units. The initial $34,000 order ... |
| | | | A global provider of life insurance claims software entered into a strategic partnership with an Australian wealth management consultancy. FINEOS, which services clients including AMP, CommInsure, Macquarie, ANZ, TAL and Westpac, has joined up with ... |
| | | | Midwinter added a new life insurance software solutions provider to its advice operating system AdviceOS. Omnium's life risk research tool OmniLife has been integrated into AdviceOS to enable real-time flow of insurance premium product data to the AdviceOS ... |
| | | | ... with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements, replacing its proprietary software developed and supported in-house. David Heather, chief executive of managedaccounts.com.au said the solution represents ... |
| | | | ... where he has been general manager, investment operations, de Courcey has also previously worked for Thomson Financial Software Solutions, Rothschild Australia Asset Management, Qantas and Advance Bank Australia. BTIM Australia chief operating officer ... |
| | | | In transforming its wealth division Yellow Brick Road will work with an industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% ... |
| | | | ... pre-populating application forms with data from XPLAN. HUB24 also enabled pre-population and integrated with a licensee's internal software, andplans to do the same with other planning software providers. "Having to re-key data which exists in one source ... |
| | | | Bravura Solutions recorded a 10% increase in wealth management revenue in the half-year to December 31 2016. The software provider's Sonata solution now accounts for 72.6% of total wealth management revenue, resulting in a 19.5% increase year on year ... |
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