Search Results | Showing 1 - 10 of 84 results for "Advice Technology" |
| | | 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 ... |
| | | | Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ... |
| | | | ... growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month Iress added the former head of Count Financial to a newly created executive general manager position in its ... |
| | | | Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial. Adam Webb has been appointed to the newly created role of executive general manager, customer, effective March. In his new role, Webb ... |
| | | | Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ... |
| | | | DASH has secured a $20 million investment from Bailador Technology Investments. The advice technology solutions company plans to use the funding to accelerate its software and platform technology while expanding its team. DASH aims to grow its workforce ... |
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