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Showing 51 - 60 of 74 results for "Advice Technology"

Ignition Wealth begins European expansion

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... Europe as its technology is both multi-language and multi-currency. Ignition Wealth said its digital financial advice technology will provide the Irish advice market with operational efficiencies and delivering greater compliance. "We are looking forward ...

IRESS readies industry for super reforms

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
... superannuation laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology, XPLAN, will now provide a range of updates to clients in response to the complex changes, with new versions being provided ...

Fintechs unite for risk tool

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
Two fintech firms have partnered to provide financial advisers with a life insurance software solution. Advice technology firm YTML (Your Technology Made Lite) was selected by software provider Omnium to act as its platform provider, offering advisers ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...

Midwinter makes strategic appointment

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... enablers for customer engagement and financial advice. I firmly believe that Midwinter is at the forefront of the advice technology and digital landscape, positioning it to leverage from the move by super funds to position financial advice across channels ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
... client portfolio services to financial advisers, and Rubik to provide accountants holding limited licenses with advice technology.

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... delivering better client service." Earlier this month Class also partnered with Rubik to provide accountants with advice technology following the implementation of regulation requiring them to obtain a 'limited' AFSL to continue advising on SMSFs.

Rubik and class form advice tech partnership

KERRIE SYDEE  |  THURSDAY, 4 AUG 2016
Rubik and Class Super have partnered to provide accountants who are limited licence holders with advice technology. The partnership follows recently implemented changes to regulation requiring accountants to obtain the newly created 'limited' Australian ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
... 'can do' cultural fit and which shares our vision of being a pre-eminent source of transformative financial advice technology. "By unlocking the transformative power of smart personal financial advice, I believe we can make a real social impact, along ...

XPLAN named best app

KERRIE SYDEE  |  TUESDAY, 26 APR 2016
... applications. Decimal was awarded best superannuation scaled advice application for its superannuation intra-fund advice technology, with Infocus Platformplus awarded the 2015 innovation award for using peer benchmarking to promote best practice. "The ...