Search Results | Showing 51 - 60 of 113 results for "Advice platform" |
| | | 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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