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Showing 761 - 770 of 1572 results for "Software"

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... surveyed 878 Australian financial planners to assess their technology needs and identify key trends in platform and planning software markets. The report found that more financial planners were looking to begin using a new platform in 2016, with 23% ...

JBWere and Praemium sign $1M deal

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... partnered with JBWere to provide a client reporting solution using Praemium's V-Wrap portfolio administration and reporting software. The deal, which has a potential annual value of approximately $1 million, will see the gradual roll out of the Praemium ...

Decimal appointment strengthens compliance

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
Decimal Software (Decimal) has established an advisory board, appointing its first member. Promontory Financial Group adviser Glenn Mescher will join the advisory board, bringing expertise in risk management, governance and technology. Mescher has over ...

NAS selects StatPro Revolution

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... address the changing need of clients. "The StatPro Revolution platform not only represents the next generation of analytics software, but also enables daily online access to performance and risk analytics. This will enable clients to better manage their ...

Instos begin litigation against Volkswagen

DARREN SNYDER  |  FRIDAY, 24 JUN 2016
... week commencing Monday 21 September 2015, upon its disclosure of a long-running practice of installing "defeat device" software in its diesel-powered vehicles exposing the company to substantial fines in the United States and elsewhere," a Bentham Europe ...

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... creating flexibility and time savings. Daniel Gara, head of product development at AdviserLogic added: "Cloud-based adviser software systems are perfect for seamless data transfer, particularly automated data feeds containing insurance policy information. ...

Investors must adapt to capital light era

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
... falling, we expect investment will be redirected to fund development of services companies and areas such a computer software and research, " Yetsenga said. He added as education demand grows a major challenge will be tertiary funding. "Securing private ...

Decimal appoints new chair

ALEX BURKE  |  TUESDAY, 14 JUN 2016
Listed robo-advice provider Decimal Software has appointed a new chair. Mark Potts is currently chief technology officer, corporate strategy at Hewlett-Packard. He has held other roles at HP, including vice president, portfolio strategy - HP software ...

Midwinter launches online training portal

KERRIE SYDEE  |  TUESDAY, 7 JUN 2016
... portal which aims to provide advisers and their support with training on seven aspects of the AdviceOS financial planning software. The Midwinter Academy will allow users to access and undertake training from any location and on any device. Users will ...

AdviserLogic appoints former Countplus director

ALEX BURKE  |  FRIDAY, 3 JUN 2016
Software provider AdviserLogic has appointed a new strategic consultant. David Smith will also be appointed non-executive chair "in due course," according to AdviserLogic's statement. As well as formerly heading up the Institute of Chartered Accountants ...