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Showing 961 - 970 of 1573 results for "Software"

BGL adds bank data to SMSF software

JAMES FERNYHOUGH  |  THURSDAY, 20 JUN 2013
BGL Corporate Solutions will add a bank data service to its administration software for self-managed superannuation funds (SMSFs). The bank data can be downloaded to BGL's Simple Fund and Simple Fund 360, and "completes the picture" of BGL's offering ...

OneVue beefs up team ahead of SMSF service launch

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... unit registry and will look for ways of expand the business' offering. Sampson has 25 years experience in the banking, software and technology industries and previously she worked at SunGard as director of client services. Kirstie Walia, who was assisting ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
Listed financial software provider Rubik Financial (Rubik), has completed its takeover of Provisio Technologies (Provisio). Rubik said the acquisition of the scaled and online wealth advice software provider marked an important milestone in Rubik's ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... WealthCraft offers just such assistance," Praemium CEO Michael Ohanessian commented. Praemium said advisers using the software on 6-month beta trials responded positively and many are expected to fully incorporate WealthCraft into their business practices. ...

Big groups court AFS advisers with inducements

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... "individuals being offered a combination of sign-on fees, additional basis points on FUM transferred, free hardware, free software or subsidised trips to conferences." AFS practices have been scattered between independent dealers and institutionally-owned ...

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
... particular account. Macquarie Wrap will give advisers the option to the use the Macquarie Wrap FDS, their financial planning software FDS or their own templates, supported by Macquarie Wrap's existing data feeds. "We have taken a collaborative approach ...

ASIC bans former CEO for 'misleading activities'

JAMES FERNYHOUGH  |  FRIDAY, 7 JUN 2013
... Commission (ASIC) found that Priestley had misled a client, when he guaranteed that the 'Aussie Rob Lifestyle Trader' software was not based on moving averages, when in fact he did not know how the software worked. ASIC also found that Priestley had ...

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group. "We want to have both a boutique and an institutional base," Rubik ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... infrastructure on 2006 to spending only 26% in 2012. The remaining 76% is now going to customer service and adding value to its software, including the wealth management side of the business. In 2006, CBA was introducing 1,200 new services and enhancements ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement ...