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Showing 1 - 7 of 7 results for "Kevin Liao"

Roar launches interactive SOA tool

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... records the time spent reading materials, and allows clients to post questions to their adviser. Roar chief executive Kevin Liao said DynamicDocs is designed to help advisers run more efficient practices, manage compliance obligations and build a scalable ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
... application that enables the conversion of Microsoft Excel tools into online web applications. ROAR chief executive Kevin Liao said this allows financial advisers to develop fully functional software applications ready for an SaaS model and remove the ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... Salesforce as a strategic account executive, and iChit as a national sales director. Roar Software chief executive Kevin Liao said the appointments demonstrate the firm's commitment to shaking up the Australian fintech arena. "The appointments add further ...

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
... documents. Some of the providers already involved include SuiteBox, AstuteWheel, Omnium and ChantWest. YTML chief executive Kevin Liao said the Seido App Store goes beyond the traditional app store. "It is designed to not only act as a central location ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... technology platforms to service client needs but are still having to manually enter details across all. YTML chief executive Kevin Liao called on all technology providers to come together, collaborate and solve these operational frustrations. "Collaboration ...

YTML goes for growth

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... and former Enzumo XPLAN systems technician, Carmen Lee, joins as business solutions consultant. YTML chief executive Kevin Liao said the appointments were necessary given strong demand for YTML products and services, in particular an increase in confidence ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there has been a shift in the understanding of the role of the website in the ...
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