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

YTML expands team, signs new client

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... efficiency. Coinciding with the new appointment, YTML has also signed financial advice dealer group Merit Wealth to its Seido platform. Seido is a financial services app store which YTML says consolidates multiple systems and solutions into an integrated ...

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
... together to determine the types and levels of insurance required. This is where the adviser adds value," he said. YTML's Seido application, which integrates AstuteWheel's customer relationship management system, summarises the workflow for advisers. ...
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