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Showing 1 - 6 of 6 results for "Advice Revolution"

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... CFS and Elemnta first started working together in September, around the same time that Elemnta rebranded from Advice Revolution. "We are excited to partner with CFS to introduce a solution that not only enhances support for advisers on the front line ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
Fintech Advice Revolution has rebranded to elemnta and secured a partnership with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... substantial factor in software decisions." Finura listed specialty providers, such as Lumiant, iFactFind and Advice Revolution, as examples and said these firms are beginning to offer client portals. Next, it moved on to digital advice and institutional ...

Advice Revolution appoints head of sales

CHLOE WALKER  |  MONDAY, 11 APR 2022
... Helen Thom brings over 20 years of experience in the financial advice industry and advice software market to the Advice Revolution team as its new head of sales. Previously, Thom held roles as general manager of distribution at Midwinter and head of ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... nearly six hours per client, has snapped up partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun Green, aims to eliminate the double-entry of client data and ultimately ...

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... advice provider Six Park's latest whitepaper, Is it red tape or is it me? Deniers, devotees, and the digital advice revolution, addresses the myth that robo-advice is in direct competition with financial advisers. Six Park co-chief executive Pat Garrett ...
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