Search Results | Showing 1 - 10 of 96 results for %22COIN Software%22 |
| | ... foreign firms gaining dominance over the Australian advice tech industry. The acquisition of AdviserLogic, Midwinter and Coin are most recent examples. "Local advice tech developers are focused on lifting practice efficiency and anticipating future changes ... |
| | | The bank has announced a $282 million hit to its statutory profit after an increase in customer refunds, software write-downs and accounting losses, ahead of its interim results. Westpac recorded $220 million in customer refunds, payments, associated ... |
| | | ... Allied Funds Management, investorfirst, Van Eyk Research and TOTE Tasmania and was managing director and founder of COIN Software, as well as the chief executive of Advent Software. He is currently a non-executive director of automotive repair company ... |
| | | ... part of the RBA's research on wholesale CBDC, Commonwealth Bank, NAB, Perpetual and blockchain company ConsenSys Software will develop a proof-of-concept (POC) for a tokenised form of CBDC for wholesale market participants. RBA assistant governor ... |
| | | ... Management, investorfirst, Van Eyk Research and TOTE Tasmania. He was also the managing director and founder of COIN Software, as well as the chief executive of Advent Software. Bishop, who Roar Software said will leverage his industry knowledge and ... |
| | | Financial advice software providers FinPal and MiiiA have announced plans to merge their technologies and services before rebranding as Fin365. FinPal founder and chief executive Stephen Handley said he is confident the merger will lead to accelerated ... |
| | | ... Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other than XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and ... |
| | | ... the services ranging from compliance and monitoring of authorised representatives, technical helpdesk, marketing and software support, he said. Alternatively, they can opt for an off-the-shelf package of dealer services including advice documents and ... |
| | | ... easier for financial advisers and their clients to apply for life insurance. Following an update to BTFG's LifeCENTRAL+ software, advisers can now share information online and will also soon be able to apply online via their research software. Further ... |
| | | ... with companies with ease, tailoring our services and products to suit individual business requirements." Midwinter replaces COIN as software provider to Suncorp Advice. |
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