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|Showing 1 - 10 of 27 results for "AdviceOS"|
|... integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities, assets and liabilities. Myprosperity ...|
|... underpinned by Sonata Alta including a dedicated support team. Other Bravura products that the fund will use include AdviceOS, Babel Superstream messaging and member and adviser digital offerings. "After a rigorous selection process, Aware Super selected ...|
|... subsequently acquired by the UK-based FNZ. Bravura said the acquisition is a good strategic fit, with Midwinter's AdviceOS solution - which powers back office administration for advisers and digital advice portals for superannuation funds in Australia ...|
|... required to share credentials to banking portals." He added that Midwinter reviewed its advice modelling and CRM solution AdviceOS and found acquiring InvestmentLink was a good fit. "We intend to create one comprehensive research API service that provides ...|
|... Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are ...|
|... part of a rebrand of its advice offering to members. BUSSQ is working with Midwinter Financial Services, rolling out its AdviceOS platform to enhance face-to-face and phone-based financial advice services. It is also using Midwinter's client engagement ...|
|... takes advantage of open APIs to integrate with SMSF software provider Class. The integration allows users of Midwinter's AdviceOS and Class to sync and replicate portfolios from class into AdviceOS, with Class funds to be prepopulated, updated and used ...|
|... entered into a strategic partnership with PractiFI in October last year to integrate its flagship digital advice platform, AdviceOS. It enabled seamless integration with PractiFI's advice-specific CRM, preventing duplicate data entries and reducing ...|
|... services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's AdviceOS solution to advisers and paraplanners. The software will provides benefits including process and production efficiencies ...|
|... the financial services industry. The partnership will involve integrating Midwinter's flagship digital advice platform, AdviceOS, with PractiFI software. PractiFI is designed to automate business administration for the advice, super and insurance industries. ...|
The industry fund will close its basic cash option on August 13, as it sees returns dry up.
The head of Asia Pacific for the Canada Pension Plan Investment Board has been promoted, with a replacement yet to be confirmed.
A former BT Financial Group executive will take the reins of Centrepoint Alliance from today.
Robo adviser Six Park has lowered its minimum investment to just $2000, down from the $10,000 minimum it had at the start of 2020.
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