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Showing 771 - 780 of 1574 results for "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 ...

Adviser Intelligence secures multi-million funding deal

ALEX BURKE  |  THURSDAY, 2 JUN 2016
Cloud-based financial planning software company Adviser Intelligence has announced a multi-million-dollar private funding and partnership arrangement with an investment technology firm. The partnership and funding deal with Avocado Consulting will allow ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... groups are taking the initiative to form referral arrangements with one another. Accountants' satisfaction with their SMSF software has remained high over the last 12 months, according to Investment Trends. Cloud-based solutions Class Super and BGL Simple ...

Family office administration wasted on inefficient reporting: FOX

ALEX BURKE  |  FRIDAY, 27 MAY 2016
... "have been distributed, read and understood well before the meeting." Simmons also touched on making sure administration software was compatible and didn't result in "double handling" of data, and ensuring assets were provided with a "consolidated view... ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
... consuming it can be. Our users are always providing us with feedback on the various aspects of their job and what we as a software provider can do to create efficiency for them." Chief executive officer of SuiteBox, Ian Dunbar added: "the combination ...

MyState appoints technology provider

DARREN SNYDER  |  MONDAY, 16 MAY 2016
... out of 171 Australian authorised deposit taking Institutions (ADIs), including all four major Australian banks. Rubik's software includes financial planning software, mortgage software, and core banking systems. MyState is an ASX-listed non-operating ...

Class partners with Findex in fintech deal

KERRIE SYDEE  |  THURSDAY, 12 MAY 2016
Findex has signed a contract with Class to provide cloud-based SMSF software services. The deal is expected to see over 8,000 SMSFs loaded onto Class over the next two years. Findex hopes the partnership will accelerate growth plans and extend its position ...

Decimal makes international debut

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
Decimal Software (Decimal) has signed an agreement with a "leading global professional services firm" allowing it to scale delivery of its enterprise grade robo-advice platform to international banks and financial services companies. The Memorandum ...

Libertas launches licensing to attract SMSF specialists

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... package in the hope of attracting experienced SMSF accounting specialists to the network. The package includes customised software that will guide the adviser through the compliance process and generates Statements of Advice (SOA). The software will ...