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Showing 71 - 80 of 108 results for "Advice platform"

OwnersAdvisory awarded fintech prize

KERRIE SYDEE  |  MONDAY, 27 JUN 2016
... a new or significantly improved service using technology to benefit customers and financial institutions. Robo-advice platform, OwnersAdvisory, reviews more than 30,000 global investment products, offering members general advice, regular market insights ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
... partnership with Triple A Super and the integration with Preset provides a seamless administration and investment advice platform for SMSF administration. "This solution is affordable, compliant and consumer first."

Decimal makes international debut

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
... with a "leading global professional services firm" allowing it to scale delivery of its enterprise grade robo-advice platform to international banks and financial services companies. The Memorandum of Understanding (MOU) with the unnamed firm, allows ...

Energy Super partners with robo-adviser

DARREN SNYDER  |  FRIDAY, 22 APR 2016
Energy Super is the latest industry fund to sign on a robo-advice platform, a move it says will complement existing financial advice offerings. The $6 billion fund has entered a partnership with Decimal Software and its new Eqilize platform, a robo-advice ...

Fortnum debuts integrated advice platform

KERRIE SYDEE  |  TUESDAY, 12 APR 2016
Fortnum Financial Advisers has developed a professional advice framework in partnership with consultancy Good Advice Solutions to help advisers accurately diagnose a client's financial needs, meet their legal responsibilities and grow their businesses. ...

New robo-advice business launches

MARK SMITH  |  TUESDAY, 16 FEB 2016
BetaSmartz, a new robo-advice platform aimed at both institutional and retail investors, has launched today. The platform uses algorithms based on 60 years of academic research to create portfolios that equal the performance and sophistication of those ...

Decimal appoints new CEO

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... contribution over the past year, which has seen the successful implementation of the first in market automated robo-advice platform for enterprises, raising the profile of Decimal and helping build a large active pipeline of opportunities across key ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
Digital advice tools should be seen as an opportunity, not a threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
American portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and memorandum of understanding with wealth management firm myonlineadvisers. The joint venture provides wealth advisers with online tools which will ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
OneVue has launched its new financial advice platform, LUMINOUS. Built over 18 months, the platform as designed to be heavily customised to individual client preferences, to the extent of facilitating self-directed investors who may wish to "drop in ...