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Showing 1 - 7 of 7 results for "Elemnta"

The 'blind spot' costing advisers nearly $10bn: Research

MATTHEW WAI  |  TUESDAY, 27 OCT 2026
Research from Elemnta indicates financial advisers do not realise they are expending nearly twice as much effort on non-advised operations, highlighting a perception gap and challenges related to data collection and access, which cost 6000 practices ...

FEATURE | Digital advice | Interlocking the pieces

MATTHEW WAI  |  MONDAY, 14 SEP 2026
... digital advice can also generate some "huge margin opportunities", including improving efficiency for individual advisers. Elemnta chief executive Shaun Green and chief product officer Dane Baldwin share the same sentiment, saying digital advice has ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three key areas where advisers continue to ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

CFS, Bravura, Elemnta team up to enhance FirstChoice

ANDREW MCKEAN  |  TUESDAY, 20 AUG 2024
... advisers to "utilise existing client data via seamless integration with Midwinter AdviceOS." Developed in collaboration with Elemnta, this feature reportedly allows advisers to open new accounts more efficiently - with time-saving pre-population of up ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... major enhancement to FirstChoice, reducing set-up time for new and existing accounts by up to 80%. CFS has worked with Elemnta to allow advisers to use existing client data via an integration with Xplan, reducing the risk of implementation errors and ...

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 ...
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