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Showing 61 - 70 of 90 results for "Advice Technology"

Wealth fintech strengthens leadership

HARRISON WORLEY  |  THURSDAY, 12 JUL 2018
... Helen represents this perfectly. She is an absolute leader in her field of expertise having lived through the advice technology revolution. She has an incredibly determined work ethic and she's a lot of fun. We are delighted that Helen is joining the ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... service to clients: Collins House Online Investment Services (CHOIS). CHOIS will use Clover's proprietary digital advice technology and portfolio management capabilities via the robo-adviser's managed discretionary account (MDA) service. Clover chief ...

Netwealth sells Pathway

JAMIE WILLIAMSON  |  FRIDAY, 13 APR 2018
... said it was important for Netwealth that Pathway was sold to an organisation focused on and aligned to the core advice technology services Pathway provides. "We strongly believe that IRESS has the resources and capability and commitment to build upon ...

Industry funds adopt robo-advice

KARREN VERGARA  |  TUESDAY, 21 NOV 2017
... engaged Decimal in 2013 to deliver phone advice, and earlier this year announced the roll out of Decimal's digital advice technology Eqilize to more than two million clients. Mercer chief customer officer Cambell Holt said digital advice not only means ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... the business outside in - it has its own digital advice team who are tasked to test and research all types of advice technology before rolling them out to the rest of the business. This includes technology around online meetings, digital signatures ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology for the benefit of their clients rather than as an alternative to traditional advice models. Noall & Co. recently sat down ...

Ignition Wealth begins European expansion

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... Europe as its technology is both multi-language and multi-currency. Ignition Wealth said its digital financial advice technology will provide the Irish advice market with operational efficiencies and delivering greater compliance. "We are looking forward ...

IRESS readies industry for super reforms

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
... superannuation laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology, XPLAN, will now provide a range of updates to clients in response to the complex changes, with new versions being provided ...

Fintechs unite for risk tool

JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
Two fintech firms have partnered to provide financial advisers with a life insurance software solution. Advice technology firm YTML (Your Technology Made Lite) was selected by software provider Omnium to act as its platform provider, offering advisers ...

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... Centrepoint Alliance has developed a new online client interface as part of the group's ongoing evolution of its advice technology platform Compass. Compass Online was designed by Centrepoint's advice technology team and in consultation with advisers. ...