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Showing 1 - 8 of 8 results for "Advice Intelligence"

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... 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 ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... 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 ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
... significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals in life are. Taking the time to work with your client, understand their ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed by ...

Advisers name top platform provider

KARREN VERGARA  |  TUESDAY, 10 JUL 2018
... software solution," he said. The continued shift to self-licensing is opening doors to new players - Intelliflo, Advice Intelligence, IRESS and Temenos and Swiss-based Avaloq are among them, he said. Frustrated advisers will soon have more choice and ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... delivering non-generic financial plans, and communicating via sophisticated technology, the paper said. At a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head of policy and government relations Ben Marshan said construction of the current licensing regime is ...
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