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Search ResultsShowing 1 - 9 of 9 results for "YTML"
Roar Software bolsters team, partners with Milliman
ALLY SELBY  |  TUESDAY, 25 AUG 2020
... with access to robust modelling designed to help clients achieve their financial goals." Roar Software previously traded as YTML Consulting, and features CRM, file notes and document generation with a subscription-based fee model.
YTML expands team, signs new client
ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
Fintech YTML is expanding its team, welcoming Midwinter's former general manager of distribution to the fold. Helen Thom joins YTML as head of distribution, adding more than 20 years' experience in the financial services industry. Thom joins from Ignition ...
YTML launches advice app aggregator
JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
Financial planning technology provider YTML is launching a financial advice app store. The Seido Financial Advice App Store will enable apps designed for each stage of the advice journey to work together to efficiently create compliant advice documents. ...
AstuteWheel speeds up risk advice timeframe
KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial advisers provide risk advice more efficiently over a three-stage process. ...
Poor SoAs hindering advice process
JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... potentially causing financial advice clients to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen more than 50 different SoA templates in the last three years, with general manager of advice Terri Ho saying ...
Old technology costing advice industry
EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said. According to the financial technology provider's anecdotal evidence, eight out of 10 practices are still using Microsoft ...
YTML goes for growth
EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
Technology and advice provider YTML Group is responding to growing demand with three senior hires, including veteran BT Financial Group manager. Former BTFG head of key accounts Damian Murphy is joining YTML as principal consultant after 20 years with ...
Fintechs unite for risk tool
JAMIE WILLIAMSON  |  THURSDAY, 19 JAN 2017
... fintech firms have partnered to provide financial advisers with a life insurance software solution. Advice technology firm YTML (Your Technology Made Lite) was selected by software provider Omnium to act as its platform provider, offering advisers an ...
Out-dated websites flag regulatory risk
KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... must not ignore the regulatory risk of an 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 ...
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