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Showing 1 - 10 of 11 results for "Enzumo"

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
Centrepoint Alliance has appointed a head of business and operations for its recently acquired advice software arm Enzumo. Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. ...

Chant West to buy Rice Warner insurance comparator

KANIKA SOOD  |  FRIDAY, 5 MAR 2021
... sold its superannuation business to private equity backed Zenith Investment Partners, and its financial planning software Enzumo to ASX-listed Centrepoint Alliance.

Australia to echo UK advice growth

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
... to distribute its services across the Australian market. Centrepoint Alliance's advice software provider subsidiary Enzumo will work closely with Intelliflo to roll out the offering. Intelliflo's Intelligent Office software platform will come ...

Centrepoint Alliance posts $1.6m NPAT

KANIKA SOOD  |  FRIDAY, 26 FEB 2021
... the six-months ending June. Centrepoint's revenue comes from a mix of adviser fees, rebates, investment margin and its Enzumo business. NPAT was $1.6 million, compared to a loss of $1.5 million for the same period last year. The company said 27 new advisers ...

Centrepoint to roll out advice tech

ANNABELLE DICKSON  |  MONDAY, 8 FEB 2021
... over 25,000 users with assets under advice of £444 billion. Centrepoint Alliance's advice software provider subsidiary Enzumo will work closely with Intelliflo to roll out the offering. Intelliflo's Intelligent Office software platform will come up ...

Chant West, Zenith agree on acquisition

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... agreement. In response, Chant West lodged legal proceedings against the Zenith subsidiary on April 6. It has since sold its Enzumo financial planning software business to ASX-listed dealer group Centrepoint Alliance for $1.5 million.

Advice group acquires software business

ALLY SELBY  |  TUESDAY, 2 JUN 2020
The buyer of Chant West's financial planning software business Enzumo has been revealed, with an ASX-listed dealer group set to fork out $1.5 million for the business. Centrepoint Alliance will acquire Enzumo from Chant West, in a move that chief executive ...

Chant West takes Zenith acquisition to court

KANIKA SOOD  |  MONDAY, 6 APR 2020
... Zenith declined to comment. Separately, the company has received buyer interest for its financial planning software business Enzumo. Enzumo was not a part of the sale to Zenith. Its potential buyer was not named but Chant West clarified it is not Zenith ...

Chant West sale hits roadblock

KANIKA SOOD  |  TUESDAY, 31 MAR 2020
... Chant West's superannuation research and consultancy business but leave out the financial planning technology business Enzumo. The expected completion date was March end, and Chant West announced it would have 10 cents per ordinary share of cash surplus. ...

YTML goes for growth

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... BTFG head of key accounts Damian Murphy is joining YTML as principal consultant after 20 years with the company. Former Enzumo head of business solutions, Francis Cheung, will head up YTML's advice innovation and solutions; and former Enzumo XPLAN systems ...
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