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Showing 71 - 80 of 113 results for "Advice 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 ...

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. ...