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| | | ... 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. ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... "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... ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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