Search Results | Showing 1 - 10 of 21 results for "Practifi" |
| | ... most innovative wealthtech companies was recently released, with several Australian firms making the cut. Iress, GBST, Practifi, Lumiant, and Ignition Advice were all on the list, which was selected by a panel of industry experts. GBST chief executive ... |
| | | ... Austin, Texas, Voyant entered the Australian market in 2021 and recently announced its partnership with Spark Financial and Practifi. It is a subsidiary of NYSE-listed AssetMark Financial Holdings. Voyant vice president of business development for Australia ... |
| | | ... funds, and shares. Meanwhile, Voyant offers holistic financial advice and wealth management software. It partnered with Practifi last year and is used by global firms such as Lloyds Bank and St. James's Place. Spark Financial Group chief executive ... |
| | | ... 2016 and led by Steve Brown as chief executive between 2019 and 2021, TIQK went into liquidation on March 6. In 2018, Practifi offered advisers access to TIQK, which promised to review every aspect of advice generated. Brown's predecessor and chief ... |
| | | ... wealth management platform has made a leadership change, with the chief executive stepping down and a successor appointed. Practifi named Adrian Johnstone as its new chief executive to drive business growth. Johnstone succeeds co-founder and former chief ... |
| | | Practifi has promoted Umesh Banga to senior director, go-to-market amid plans to expand its wealth management and superannuation products and strategy globally. Banga's current duties as director of advice solutions will carry over to the new executive ... |
| | | Practifi has rolled out a business development app for the wealth industry that manages multiple growth activities while tracking pipeline performance. The app seeks to satisfy industry demand for comprehensive lifecycle management that tracks and manages ... |
| | | ... account to help clients determine whether their financial goals are attainable. Financial modelling data can now flow from Practifi into Voyant's platform to eliminate rekeying. Commenting, Practifi's director of advice solutions - APAC Umesh Banga ... |
| | | ... Since completing its $24 million 'Series B' investment led by US based venture capital firm Updata Partners in 2020, Practifi has invested heavily in building out a platform that can help change the industry in Australia based on global best practice. ... |
| | | ... a portal to help advisers develop their client service proposition and optimise efficiency in their practice process. Practifi recently integrated with XPLAN to improve its compliance functionality and efficiency by eliminating data duplication with ... |
|