Search Results | Showing 1 - 10 of 89 results for "Advice Technology" |
| | | Netwealth has agreed to acquire Australian advice technology provider Paradino for $20 million upfront in a bid to expand its offering beyond platform administration and into artificial intelligence-enabled advice workflows and automation. The deal ... |
| | | | ... Private wealth management firm Capital Haus has extended its technology mandate with Iress. Iress noted its core advice technology platform, Xplan, has supported Capital Haus throughout its evolution from a small independent financial advice practice ... |
| | | | ... actuarial and technical background, alongside significant experience in working with enterprise clients around advice technology means he is ideally fitted to support this role," Opex Consulting managing director Paul Campbell told Financial Standard. ... |
| | | | ... Challenger said its retirement strategy had advance through new partnerships with superannuation funds, platforms and advice technology providers, aimed at making retirement income solutions more accessible. Offshore reinsurance annuity sales reached ... |
| | | | ... Padua Solutions has expanded its Padua Advice Portal, naming AUSIEX as its exclusive broking partner as the advice technology provider looks to streamline advice generation, implementation and compliance for financial advisers. The partnership integrates ... |
| | | | Colonial First State (CFS) has ceased its partnership with digital advice technology provider Otivo less than two years after joining forces, opting instead to launch an in-house offering called Super Advice. As of February 23, the Otivo digital advice ... |
| | | | ... Symmetry, a boutique Western Australian-based AFSL, where he oversaw governance, compliance, adviser supervision, advice technology and the end-to-end delivery of advice services. While at Symmetry, the licensee appointed Drummond Capital as its investment ... |
| | | | ... Padua chair Peter O'Connell said the siblings had been central to building the company's position in advice technology. "Anne-Marie and Matthew have built Padua into the strong business it is today. Anne-Marie's continuing role on the board ... |
| | | | ... processes. In addition, HUB24 will introduce myhub, an "ecosystem concept" being developed that provides access to advice technology solutions and leverages AI-powered natural language prompting to "address the productivity challenges for advice practices" ... |
| | | | ... real-time modelling to streamline the advice process for both advisers and clients. "By integrating data with our advice technology, we're reducing duplication, saving valuable time, and significantly accelerating the path to a completed Statement of ... |
|