Search Results | Showing 731 - 740 of 1573 results for "Software" |
| | | ... Zurich's former head of sales strategies life and investments has taken up a new role at subscription-based mobile office software provider SuiteBox. Andy Marshall, who worked with Zurich - initially as a regional sales manager - from 2012 to September ... |
| | | | Sentry Group has entered an exclusive joint venture arrangement with an ASX listed company which specialises in software development. Under stage one of the arrangement, Intiger Asset Management, a wholly own subsidiary of the Intiger Group, will provide ... |
| | | | ... including: M.H. Carnegie & Co (general and medical technology), Brandon Capital Partners (biotech), and Blackbird Ventures (software). |
| | | | ... Financial chief executive Hugh Bannister. "For too long advisers have relied on cumbersome, manually driven or multi-module software programs and third-party paraplanning services. "With Optimo Pathfinder Online, we can provide financial advisers and ... |
| | | | ... chief executive Kevin Bungard. Founder and chief executive of Simply Wall St, Al Bentley, said that teaming up with the software provider is a significant step for the startup. "Simply Wall St was built out of our founder's frustration with the current ... |
| | | | ... sans licensee, to establish a business with CRM at its core which is integrated with their chosen financial planning software provider and finally, to focus on client engagement. "People that seek advice don't understand the industry, so they trust you ... |
| | | | ... Thomson Reuters Cleardocs, a leading supplier of legal and SMSF documents, has partnered with an SMSF administration software provider. The partnership with BGL Corporate Solutions will streamline the SMSF establishment and administration process for ... |
| | | | Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ... |
| | | | ... market share through product developments and digital innovation. The wealth management platform will be delivered under a software as a service (SaaS) model, allowing for rapid deployment, and will be customised and integrated with the business' other ... |
| | | | Energy Super has gone live with its new digital advice service. The service uses Decimal's Eqilize robo-advice software, and according to Energy Super general manager of digital transformation and analytics David Beal, is aimed at delivering an "entrA(C)e" ... |
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