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Showing 51 - 60 of 109 results for "Advice platform"

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
... its 2018 Sustainability Report, AMP said it was investing in a practice management tool as part of its Goals 360 advice platform. The tool will be built on the Salesforce platform and integrates customer relationship management, operational reporting ...

Decimal announces key super fund contracts

DARREN SNYDER  |  TUESDAY, 27 FEB 2018
... it would partner with Statewide Super in 2016, the $8 billion fund has officially launched the Eqilize digital advice platform to more than 145,000 members. Pollock described this milestone a proud moment, especially as it was Decimal's first project ...

AMP considers "all alternatives" in life insurance portfolio review

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... Asset Management," Meller said. He added: "In wealth management, we've delivered the next phase of our Goals 360 advice platform - the goals modelling engine - enabling advisers to show customers the achievability of their goals during the advice session. ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
... an integrated solution that will allow for straight-through processing and self-service tools on its financial advice platform. LUCRF Super chief operating officer Antony Thow said advice was an integral part of the fund's service offering. "Providing ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... specialising in the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... provision of self-managed super funds and wealth accounting software. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, and Super Know How, a specialist superannuation ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... Kardash, said: "Advisers increasingly rely on technology and we have worked very closely with IRESS to ensure our advice platform delivers an excellent experience for our clients. The addition of Prime means we can take this even further." "The technology ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
The New Zealand government is looking to remove the distinction between class and personal advice, as well as allow the provision of digital advice as it seeks to overhaul the country's regulatory regime for financial advisers. The Financial Services ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... such, PlanPlus Global is accelerating its growth strategy to include an expansion of its collaborative scaled advice platform from DIY to adviser-driven. It is also exploring the opportunities in big-data and artificial intelligence as a means of strandardising ...

Class integrates with two boutiques

KARREN VERGARA  |  FRIDAY, 14 JUL 2017
... forces with Class Super to help scale audit and compliance services. A.S.A.P. Advice, a Tasmania-based digital advice platform that assists accountants provide SMSF services without the need of an AFSL, is the newest addition to Class' growing network. ...