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Showing 51 - 60 of 113 results for "Advice platform"

Ex-industry super fund chief joins robo-adviser

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
A former industry superannuation fund chief executive has joined the board of a robo-advice platform. Danielle Press is now the first female director on the board of Six Park, bringing 25 years' of experience in financial services. "Danielle brings ...

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
A digital advice provider has appointed a Midwinter general manager to lead a growing and global distribution network. Joining Ignition Wealth as head of sales is Helen Thom. She was most recently Midwinter's general manager of distribution. Formerly ...

Robo-advice users in for the long haul

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
Young people are increasingly turning to robo-advice services for long-term goals like growing wealth outside of superannuation and saving for retirement, according to Six Park. Insights from the automated investment platform show 36.5% of its users ...

Optimo adds SMSF modelling to platform

KARREN VERGARA  |  FRIDAY, 13 APR 2018
Optimo Financial has enhanced its paraplanning software Pathfinder Online to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover ...

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 ...