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Showing 871 - 880 of 1572 results for "Software"

BMR integrates Xero SMSF practice management software

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
BMR Corporate Solutions has successfully integrated Xero's Practice Manager software for SMSF administration. This software will enable users setting up new SMSFs to rapidly synchronise fund details online into the Xero Practice Manager system. This ...

AdviserLogic launches licensee-to-adviser tech tool

STAFF WRITER  |  WEDNESDAY, 21 JAN 2015
Software provider AdviserLogic has launched a tool to connect licensees and advisers more efficiently. The new services include a Licensee Console that allows advisers to create content, update it and automatically make it available to their planners' ...

AFA announces record enrolments for new curriculum

ALEX BURKE  |  THURSDAY, 15 JAN 2015
... their behaviour is also needed." The AFA has taken on two new staff members and is overhauling its Membership Experience software to cope with the high number of enrolments.

Lonsec rolling out cloud-based practice management tool

ALEX BURKE  |  THURSDAY, 15 JAN 2015
Lonsec Stockbroking has partnered with GBST to release Lonsec FrontOffice, a cloud-based practice management software suite. Offered free to clients, FrontOffice is designed to streamline the admin process for advisers by allowing rapid consolidated ...

CPlan partners with Decimal Software

JAMES FERNYHOUGH  |  THURSDAY, 4 DEC 2014
CLEAR Planning Solutions (CPlan) has selected Decimal Software Limited to provide the technology for its outsourced paraplanning and support solutions. CPlan will also provide data migration services for Decimal customers requiring support in transitioning ...

Small tech providers tempt aligned advisers to defect

LAURA MILLAN  |  WEDNESDAY, 3 DEC 2014
... said that small independent businesses are taking a "bottom-up" approach. "We find good practices that start using our software and then flag it to their dealer groups, so we see that dealer groups are starting to call us."

Healthcare investment options limited despite Medibank IPO

LAURA MILLAN  |  FRIDAY, 28 NOV 2014
... (SSgA) Australia head of SPDR ETFs Amanda Skelly said. She highlighted the listing of both Medibank Private and healthcare software company Orion Health in the last week. "The limitations of the local healthcare sector highlights how investors are missing ...

Elixir Consulting partners with Evolve Leadership

STAFF WRITER  |  WEDNESDAY, 26 NOV 2014
... and Glenn Bergsma and will appoint someone based in Sydney at the beginning of 2015. The firm will also launch Juice, a software solution that collects all of its business consulting tools online and that will be accessible from mobile and tablet devices. ...

QSuper appoints Decimal as advice platform provider

JAMES FERNYHOUGH  |  TUESDAY, 25 NOV 2014
QSuper has appointed Decimal Software Limited as the software platform provider for its scaled advice operations. Decimal's platform will provide QSuper members with the option for limited financial advice with real time process and compliance management. ...

AdviserLogic appoints NSW sales manager

LAURA MILLAN  |  MONDAY, 24 NOV 2014
Financial planning software provider AdviserLogic A has appointed a former Associated Advisory Practices (AAP) business consultant as sales manager for New South Wales. Marnie Page will be responsible for driving the growth of the business in NSW and ...