Search Results | Showing 81 - 90 of 233 results for "Digital Advice" |
| | | ... network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement of Advice (SoA) to their specifications in less time and at lower ... |
| | | | Digital advice platform intelliflo has officially set up shop in Australia, following the successful trial of its Aussie adapted 'intelliflo office' advice software last year. At the time of the trial, intelliflo hired Stuart Alsop as its head of sales ... |
| | | | ... blurring of the lines between investment platforms and advice technology software. The report also mentions that digital advice providers are focused on pitching to corporate customers like larger licensees and superannuation funds. The report notes ... |
| | | | ... have the tools available to them to meet the demand of professional financial advice. Combined with our Livepreso digital advice tool, we are excited to bring our cutting-edge WealthEye CRM solution to advice businesses of all sizes," Fowler said. The ... |
| | | | ... Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved on to digital advice and institutional funding and said last year it felt optimistic about the sector. Finura said: "With the model primarily endorsed ... |
| | | | ... their circumstances at that time," Stewart said. "We think this is incredibly fertile ground for innovations in digital advice, for example, where we can see a cohort of thousands of potential clients who all have unique circumstances, but some common ... |
| | | | ... added it will also depend on technological capabilities. "So, to what extent is advice given by an algorithm or digital advice provider rather than the individual? It becomes a question for the provider or institution to say, 'how can I satisfy myself ... |
| | | | ... moving, the Scientiam Transition Service is a way to help get them a better deal. They can transition to a rich digital advice solution, which includes educational content, modelling tools and access to a range of quality investment options," Baker added. ... |
| | | | ... satisfaction. He will develop and implement the fund's advice strategy and exploring the potential for a cost-effective digital advice solution. "Financial advice is one of the most important investments an Australian can make in their future. Taking ... |
| | | | ... consumer protection." Overall, she felt optimistic that the industry may be steps away from delivering affordable digital advice and applauded Levy for listening and taking a firm stance. "My view is that there is a spectrum that exists around digital ... |
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