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Showing 911 - 920 of 1572 results for "Software"

AIA Australia launches daily risk information for planners

STAFF WRITER  |  WEDNESDAY, 16 APR 2014
... policy information from AIA Australia. The automatic data feed will be progressively rolled out to other major planning software providers over the coming months. The automatic data feed will remove the need to manually enter updates to clients' policy ...

Class Super CEO departs suddenly

JAMES FERNYHOUGH  |  THURSDAY, 10 APR 2014
... witnessed first-hand his instrumental role in driving and delivering key innovation and successes for the SMSF administration software market and for Class."

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

COIN migrates onto cloud

STAFF WRITER  |  MONDAY, 31 MAR 2014
Financial services software provider Rubik Financial Limited has transitioned one of its largest institutional clients COIN to the cloud. COIN was previously housed in-house, but was transitioned over the weekend. Rubik group chief executive, Niek Hoogenhout ...

Rice Warner overhauls structure, makes key appointments

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... chief executive Melissa Fuller. Joash Belousoff has also been added to the team and brings with him a combination of software expertise and a deep understanding of the superannuation and advice markets. "This significant shift for Rice Warner reflects ...

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... the highest benchmark score for any financial planning application in the seven years of the Investment Trends Planning Software Report. Coin and AdviserNETgain followed XPLAN. The top rated hybrid planning/platform integrated planning application was ...

Rubik appoints head of sales

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
... Rubik has expanded its sales team with the appointment of a head of sales and two business development managers. The software provider has appointed Trent Fitzgerald as Rubik national head of sales. He will focus on increasing the adoption of Rubik's ...

AMP migrates extra $14bn to North platform

JAMES FERNYHOUGH  |  MONDAY, 3 MAR 2014
... products from a single platform, making their lives substantially easier, and AMP has been able to significantly cut its software and administrative processing costs and streamline its operations," DST Bluedoor executive director Martin Spedding said ...

Rubik Financial appoints CEO

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Financial software provider Rubik Financial has appointed Niek Hoogenhout as Australia and New Zealand chief executive. He will commence his new role on February 27th of this year. Hoogenhout has over 15 years' experience in the financial services industry. ...

Class Super launches browser-based platform

JAMES FERNYHOUGH  |  TUESDAY, 18 FEB 2014
SMSF administration software provider Class Super has unveiled a new fully browser-based platform. Class said the new platform, which is cloud-based and accessible from desktops and tablets, is a step forward from its existing Windows application. Class ...