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Showing 61 - 70 of 108 results for "Advice platform"

Optimo introduces robo platform

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
Financial data feed provider InvestmentLink is launching a new cloud-based platform targeted at financial planners looking to provide outcomes-oriented advice to clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all ...

Decimal expands superannuation network

KARREN VERGARA  |  FRIDAY, 28 APR 2017
... memorandum of understanding, Decimal's Eqilize solution will offer superannuation providers a pre-configured digital advice platform. In addition to its scale and compliance reporting features, clients have the flexibility to brand the software as their ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
... new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform. Nod, backed by accelerator H2 Ventures, is aiming to bring financial experts to people on demand. Clients can ask a question ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... invest in technology and build a presence in the retirement space. Last year the company signed a deal with robo-advice platform Infocus Wealth Management which incorporated the Morningstar wealth forecasting engine into its earnie.com.au platform.

Link launches online super advice tool

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
Link Group has launched a digital advice platform to deliver online superannuation advice and inspire member engagement. SuperMentor, developed by the group's fund administration division, comes as part of Link's strategy to differentiate its offering ...

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
... service. Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use with the new program. Midwinter said in a statement that the partnership will "utilise over 20 ...

Saxo open to tech collaborations

DARREN SNYDER  |  WEDNESDAY, 21 SEP 2016
... model portfolios in the retail space. "For a client to align their outcomes with us, we took our Rivkin Global Advice platform and coupled that with Saxo's platform via their OpenAPI in order to be prescriptive about what to do when we rebalance a portfolio ...

Fears of increased compliance costs misguided

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... advisers targeted directly to consumers need an Australian Financial Services Licence, whereas an enterprise digital advice platform is designed for use by financial institutions that already have an AFSL and already have the customers they want to help." ...

Decimal appointment strengthens compliance

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... be compliant. "A really strong capability is the compliance structure that Decimal has built into its digital advice platform. Banks, superannuation companies and non-bank financial institutions offering advice now have access to technology that provides ...