Search Results | Showing 71 - 80 of 108 results for "Advice platform" |
| | | ... 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 ... |
| | | | ... 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." |
| | | | ... 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 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 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. ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 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 ... |
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