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Showing 1 - 3 of 3 results for %22CashDeck%22

Wealth management platform adds executive

KARREN VERGARA  |  MONDAY, 5 JUN 2017
... chief commercial officer to help grow its wealth management platform. Owen Joyce is the new chief commercial officer of CashDeck and is responsible for developing solutions that will assist financial planners, accountants and mortgage brokers better ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... launching a new cloud-based platform targeted at financial planners looking to provide outcomes-oriented advice to clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all their financial information, while advisers can ...

Midwinter adds fintech partner

KARREN VERGARA  |  FRIDAY, 17 MAR 2017
... adds to Midwinter's growing list of partnerships namely, SuiteBox, Rice Warner, Xero, Revex, Class, InvestmentLink, and CashDeck. Midwinter managing director Julian Plummer said he is excited about the efficiencies the integration will deliver to users ...
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