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Showing 61 - 70 of 117 results for "API"

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to integrate with its software suite, meaning DataLogic could extract data from Simple Fund 360. BGL managing director ...

Aussie funds to access Asian markets

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Both houses of Federal Parliament yesterday passed the Asia Region Funds Passport (ARFP) bill that will open up Asian markets for Australian financial services companies. The legislation was tabled in late March. Wealth management industry data manager ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... production efficiencies, enhanced CRM and reporting capabilities, strategy and product modelling capabilities, and cloud-based and API integrations. Midwinter head of institutional growth Salvado Saiz said the firm is delighted to be a part of Suncorp's ...

Digital broker partners for multi-asset trading

HARRISON WORLEY  |  MONDAY, 16 APR 2018
... integration with online trading platform SelfWealth earlier this year. The partnership allowed SelfWealth to access the OpenMarkets API, providing the flat-fee broker with better trading execution and OpenMarkets settlement services. "This integration ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... adviser-designed technology framework which would integrate with mainstream practice CRMs and financial planning tools via an open API, allowing for greater customisation. A prototype is expected shortly, with the platform to roll out from January 2019. ...

Facebook scandal raises ESG concerns

ALEX BURKE  |  TUESDAY, 3 APR 2018
... Aleksandr Kogan, who created a Facebook quiz app that harvested data from quiz takers. Because of a vulnerability in Facebook's API, the app was able to harvest data from quiz-takers' friends as well. There have been innumerable responses to the data ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... profilers with AdvisorLogic's CRM. AdviserLogic will link directly to FinaMetrica's website to synchronise client data using an API - an Australian-first for the risk assessment company. "[The partnership] allows our mutual advisers the ability to streamline ...

DomaCom increases financial planner exposure

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
DomaCom has entered an integration agreement with the most widely used financial planning software in Australia. Under a new partnership, users of IRESS' XPLAN can now include DomaCom sub-fund investments in client portfolio reports. Properties are ...

Topdocs enhances platform with extended partnership

ALEX BURKE  |  WEDNESDAY, 24 JAN 2018
... director Michael Spakman said. BGL managing director Ron Lesh added: "It's great to have Topdocs on board. The new CAS 360 API has been designed to make it easy for document providers to directly integrate new companies. This is a win-win for BGL, Topdocs ...

OpenMarkets appoints executive, announces integration

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
... by SelfWealth for its "superior, low-latency execution services and technological efficiencies; including real-time trading API services, which enables SelfWealth to execute equity trades on the ASX in real-time and receive live order feedback within ...