Search Results | Showing 1 - 10 of 73 results for "Advice Technology" |
| | | ... services at scale to consumers who cannot typically afford advice," Briggs said. Baker believes that digital advice technology is the only way to match the huge gap between the demand and supply of advice, and will improve the quality, accessibility ... |
| | | | iFactFind has partnered with a global financial advice technology provider, marking its fifth integration since launching in 2021. Voyant's financial advice platform AdviserGo has linked with iFactFind to help advisers minimise administrative tasks ... |
| | | | ... member administration will be instrumental in furthering Ignition's success in the region - a core part of the advice technology company's strategy. "Ignition's unique and purpose built, omni-channel digital advice platform has been engineered for financial ... |
| | | | The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ... |
| | | | ... superannuation clients by reinvesting in core software solutions, it said. This includes developing "next-generation" advice technology to address the growing unmet advice need in Australia, exploring data and AI opportunities, and further expanding ... |
| | | | ... capabilities of the firm, a big user of video SoAs. Meanwhile, Viridian's investment in cybersecurity and digital advice technology will benefit existing EFS clients, it said. "EFS is thrilled to be joining the Viridian Financial Group Family," Wortley ... |
| | | | Investment Trends' 2022 Adviser and Advice Technology report, developed in conjunction by Finura Group, highlights a proliferation of providers exploring international opportunities and a blurring of the lines between investment platforms and advice ... |
| | | | ... inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced two-way integration. It's built upon state-of-the-art technology ... |
| | | | ... inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through advanced two-way integration. It's built upon state-of-the-art technology ... |
| | | | ... partnering with Iress to explore new technology solutions, the fund can ensure that CFS is at the cutting edge of advice technology. "CFS is currently undertaking a significant transformation journey focused on leveraging technology to uplift our products ... |
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