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| | | ... what we can see, this integration is unique," BGL managing director Ron Lesh said. "Other software seems to be able to download client data from Xero Practice Manager, but no one seems to update Xero for changes in their software. "Mutual Xero Practice ... |
| | | | Micro-investing and savings app Acorns Australia reached the $100 million funds under management mark in less than two years since its launch. The app, which has more than 300,000 users, has generated a 10.5% per annum return (after fees but before ... |
| | | | ... issues," Blackmore said. Other key features of the app allow members to: view their super balance and transaction history, download and view their last financial year statements, view their investment options and returns, view and change their insurance ... |
| | | | Colonial First State will introduce new digital enhancements to its FirstTech app, providing access to the latest information on superannuation, tax, social security and aged care. The app will be made available free to all advisers using CFS platforms ... |
| | | | Growing demand from financial advisers to be able to work on-the-go is behind upgrades to the BT Panorama app, and its use has surged in the last 12 months. Upgrades made by BT Financial Group to the app include an external assets view, fee details ... |
| | | | ... this year is that the campaign will focus on how this translates into tangible outcomes." In addition, FPA members can download advertising collateral as part of a campaign toolkit available on the association's website to help spread the message across ... |
| | | | BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors. BTFG head of product development Anil Sagaram said it's ... |
| | | | ... financial situation. The platform also gives advisers the ability to upload their compliance statement for customers to download. Robbie was quick to reassure that Nod will not operate as an introductory service for financial advisers, adding: "We are ... |
| | | | Human Super, the latest superannuation product specifically crafted for women, will soon launch in Australia. Co-founded by Mike Walpole and Kuba Tymula, the product hopes to reach out to women who the co-founders see as massively underserved by the ... |
| | | | IOOF launched a new digital investment tool for advisers. The online hub, Investment Central, will provide advisers with access to three different resource pools to help them in developing the best possible strategy for their clients. 'The Knowledge ... |
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