Search Results | Showing 71 - 80 of 1445 results for "Software" |
| | | ... in the last decade. Quirk said the new platform will sit at the heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. |
| | | | ... (REIA)'s inaugural State of the Industry Report. The report, which was conducted alongside commercial property management software provider Re-Leased, examined five key structural considerations for the operating environment of the commercial practitioner ... |
| | | | ... for launch in the new year. Quirk said CFS Edge will sit at the heart of the advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice ... |
| | | | ... Bryce Quirk told Financial Standard the new platform will sit at the heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice ... |
| | | | The Connectivity Network aims bring participants together to streamline and simplify the advice execution process, thereby increasing the number of clients advisers can serve. It will directly connect platforms and insurance providers with advice softwares. ... |
| | | | ... aspects" of the project and pause all work on the replacement while it revisits its design. The review found the application software is only 63% complete and highlighted issues between the ASX and Digital Asset project teams, including poor communication ... |
| | | | The sustainability software provider has appointed Christophe Brulliard as its chief sustainability officer, following the launch of its latest data driven investment tool. Brulliard brings over 20 years of experience in climate change, natural resources ... |
| | | | ... appointment reflects both the growth of the Padua business and the financial services industry's demand for quality software and services." "Steve will be responsible for driving Padua's sales efforts and strategic growth opportunities. Along ... |
| | | | ... model that delivers real-time customer interactions enabled by straight-through processing, integration with adviser software, and market leading portfolio construction tools. It will also feature a new employer portal completely integrated with clearing ... |
| | | | ... comes to client servicing and building loyal and dedicated business teams. A significant bonus is that we both use Class software. Including Intello, our services are now provided to almost 4,000 SMSF accounts, a number we are looking to grow significantly." ... |
|
