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Showing 701 - 710 of 1574 results for "software"

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... tax reporting," he said. During 2016 the fintech also worked to enable data sharing with existing financial planning software. Sahgal noted Macrovue is not a wrap platform or investor directed portfolio service, does not pool funds or combine trades ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
... identify goals - both from a list of 29 derived by AMP research, and by creating their own - using AMP's Goals Explorer software. They will also use AMP's My Money Style platform to determine their spending behaviours and risk appetite, and Advice Explorer ...

ClearView partners for platform overhaul

ALEX BURKE  |  TUESDAY, 20 DEC 2016
... a cloud-based solution that provides real-time data for clients. With the help of KPMG, ClearView replaced its legacy software, and seven years of data, with Oracle Enterprise Resource Planning (ERP) Cloud over a five-month implementation period. The ...

Software provider signs four Aussie hedge funds

JAMIE WILLIAMSON  |  MONDAY, 19 DEC 2016
An international cloud-based software provider will expand into Australia via four newly-signed hedge fund clients. Driven by the demand for affordable, institutional quality integrated OMS and PMS software, Singapore-based AlphaDesk began actively ...

Regal FM COO to depart

ALEX BURKE  |  MONDAY, 19 DEC 2016
... became Regal's COO in 2012, having previously been a quantitative portfolio manager there. Prior to Regal, he was a senior software engineer with Deutsche Bank, a program manager at Altium and a software engineer at Open Telecommunications and PwC. Baldwin ...

Link executive joins Moneysoft

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
Personal financial management software provider Moneysoft appointed a senior Link Group executive to its board. Following a strategic partnership between the two firms, Link's information, digital and data services chief executive Paul Gardiner is now ...

CBA partners for agribusiness pilot

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
The Commonwealth Bank of Australia has partnered with a specialist software company in the hopes of driving adviser innovation and better collaboration in agribusiness. The partnership with Figured will see 100 CBA agribusiness clients trial Figured's ...

Pillar sold to Mercer

DARREN SNYDER  |  FRIDAY, 2 DEC 2016
... but remains active in considering other opportunities. Bravura Solutions, which provides Mercer with its administration software, said the Pillar purchase came as no surprise and the firms' long-standing relationship will continue. A Bravura spokesperson ...

Super slow to embrace advice opportunity

ALEX BURKE  |  FRIDAY, 2 DEC 2016
... of funds like Equip and Energy Super, the latter of which rolled out its digital advice service via Decimal's Eqilize software in September. At the time, Energy Super general manager of digital transformation and analytics David Beal said: "Our research ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...