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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
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