Search Results | Showing 51 - 60 of 1570 results for "Software" |
| | | ... advisory firms. Carlyle Europe Technology Partners managing director Fernando Chueca said: "intelliflo is a mission-critical software provider to the UK's wealth management ecosystem, with a deeply embedded and loyal customer base. We are excited ... |
| | | | ... said, focussing on onboarding advisers, expanding the managed account offering and completing integrations with adviser software applications. The deal with Brighter Super also saw three advisers transitioning to Financial Advice Matters (FAM), increasing ... |
| | | | ... materially" from FY25, for growth in total operating expenses to be in line with FY25, and investment in capitalised software to increase by approximately $1 million on the 2H25 run rate. |
| | | | ... hours on average. Additionally, 69% cited portfolio reporting tools as essential and 61% cited integrations with planning software as key. Further, the study found that 67% of users achieved more consistency in their client offering. Observing the improvements ... |
| | | | ... Interestingly, when asked about their preferred access points for AI, advisers favour integration within their advice software, especially for client-facing and strategic tasks," said Investment Trends director Cameron Spittle. While the survey showed ... |
| | | | ... Dimitri Diamantes to the newly created role of senior technical services manager, overseeing the advice fintech's software, services, research and data divisions. Diamantes has almost two decades of experience in financial services and product and ... |
| | | | The Victorian-based software solution company for financial services has acquired Qwrk Outsourcing to formulate a one-stop-shop for outsourced services as demand grows. Qwrk was founded in 2010 as a paraplanning firm that transitioned into a full-suite ... |
| | | | ... replacement was indefinitely delayed in 2022. The debacle also cost the ASX $255 million in derecognising all the capitalised software of Digital Asset. "We began this project with the latest information available at that time, determined to deliver ... |
| | | | ... Novigi manages the underlying technology stack and services. The two firms will also collaborate to develop their combined software applications into a "market-leading ecosystem," Happell said. He said this will result in "simpler service" and "increased ... |
| | | | ... Superannuation Fund (FES Super) has renewed its partnership with SS&C Technologies for administration services, as the software solutions provider aims to expand its involvement across the Australian super sector. FES Super will continue to leverage ... |
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