Search Results | Showing 1 - 10 of 16 results for "Advice Intelligence" |
| | ... experience to the role. Most recently, he was the head of client partnerships at GBST; he held the same role with Advice Intelligence for six years prior to that. Commenting, founder and director Alexander Euvrard said: "Ash's role is to help drive ... |
| | | ... "huge year for GBST's growth and innovation" with the company acquiring a digital and hybrid offering from Advice Intelligence as well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech ... |
| | | ... operations across GBST's wealth management and advice solutions products, including Composer, WealthConnect, and Advice Intelligence. "His responsibilities encompass leadership of sales, product development, account management, and client delivery teams ... |
| | | ... fintechs that found it impossible to survive, let alone scale, in this economic environment. Robo-adviser Advice Intelligence flatlined until GBST saved it from extinction in July. GBST also salvaged Creativemass' financial advice software WealthConnect. ... |
| | | GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ... |
| | | ... members and representatives of the body are Abrdn head of retirement and digital innovation Jason Nyilas, Advice Intelligence chief executive Jacqui Henderson, Money GPS founder George Haramis and Ignition Advice global head of strategy and corporate ... |
| | | ... providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical point, consumers want good advice ... |
| | | ... electronic signatures and presenting the client's full financial network in a digital engagement portal." advice intelligence chief executive Jacqui Henderson agreed and said, particularly at the given moment where Zoom meetings with clients are ... |
| | | ... Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice ... |
| | | ... planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning Software ... |
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