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Showing 81 - 90 of 90 results for "Advice Technology"

XPLAN named top planning application

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... application, followed by XPLAN Engage and Decimal. "Provisio has been part of the development of superannuation advice technology for many years and has been joined by several other applications offering different approaches to scaled superannuation ...

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation funds, but the company has now packaged the software into an ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen its position in the scaled wealth advice technology market and says components of its COIN software platform will enhance the solutions already provided to Provisio's customers. ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
Advisors need to shed the perception of advice technology as a "back office" tool if they are to engage investors with their retirement income, according to a scaled advice software provider. J.P. Morgan's Donn Hess, speaking at a recent ASFA conference ...

Wilson heads-up COIN

MELANIE TIMBRELL  |  TUESDAY, 14 AUG 2012
... joining the company at this new stage in its development," Wilson said. "My experience in the wealth management, advice technology and platform space is a good complement to Rubik's core banking technology expertise in the financial sector. "We are committed ...

Advisers should focus on cost of advice

BEN COLLINS  |  THURSDAY, 26 APR 2012
... clients with their higher balance clients, according to Cameron O'Sullivan, a financial adviser and director of advice technology firm Provisio Technologies. O'Sullivan said that while low end clients might only represent 20% of profits, that 20% might ...

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
... funds providing simple advice at a lower cost for clients is leaving advisers playing catch-up, according to an advice technology expert. FOFA will leave advisers needing to profitably service C&D clients in a fee-for-service environment if they are ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... Management division in the United Kingdom on the back of its selection as strategic supplier of wealth management advice technology by Sesame Bankhall Group, the largest distributor of retail financial advice in the UK. IRESS and Sesame Bankhall Group ...

Midwinter takes on Coin, Xplan

ELISE BURGESS  |  MONDAY, 16 MAY 2011
Independent advice technology developer, Midwinter, is set to launch its own CRM for advisers to compete against industry giants Coin and Xplan. After releasing earlier this year, the off-the-shelf CRM will target advisers that want ease of use for ...

Former COIN Software MD moves to BT

COMPANY RELEASE  |  TUESDAY, 9 FEB 2010
... and the Commonwealth Bank. In this role, she will manage the strategic development for BT Financial Group's advice technology tool, which manages information across the entire advice process. "The future of advice technology is a critical factor in addressing ...