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Technology

CFS awarded 'Best Platform Overall'

STAFF WRITER  |  TUESDAY, 13 MAY 2014
CFS FirstWrap platform was awarded 'Best Platform Overall', 'Best Navigation and User Interface' and 'Best Product Offering' in the recent Investment Trends December 2013 Platform Benchmarking Report

SunGard launches hedge fund risk reporting service

MARK SMITH  |  TUESDAY, 13 MAY 2014
SunGard has launched its Hedge360 Risk Reporting Service which provides hedge funds with independently validated data and analytics to help carry out due diligence and risk management.

SPAA launches online CPD tool

LAURA MILLAN  |  THURSDAY, 24 APR 2014
The SMSF Professionals' Association of Australia (SPAA) has launched an online tool compliant with the continuing professional development (CPD) program.

AstuteWheel launch estate planning tool

LAURA MILLAN  |  MONDAY, 7 APR 2014
AstuteWheel have launched an estate planning tool that helps advisers gather their clients' information before they meet with the solicitor.

Banks eye Google Glass as tech opportunity

LAURA MILLAN  |  FRIDAY, 4 APR 2014
Westpac is developing a Google Glass application that will allow users to access bank accounts, make fund transfers or locate nearby ATM machines.

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform.

Allianz launches cyber risk insurance product

MARK SMITH  |  TUESDAY, 1 APR 2014
Allianz Global Corporate & Specialty (AGCS) has launched a cyber risk insurance product to counter the growing threat to security faced by Australian businesses.

COIN migrates onto cloud

STAFF WRITER  |  MONDAY, 31 MAR 2014
Financial services software provider Rubik Financial Limited has transitioned one of its largest institutional clients COIN to the cloud.

netwealth improves tech features for advisers

LAURA MILLAN  |  TUESDAY, 25 MAR 2014
Netwealth has improved its technology offering to advisers with a new website design and mobile access to client reports.

Super social media yet to excite members

ALEX DUNNIN  |  MONDAY, 17 MAR 2014
Social media usage by super funds generates much more excitement among the funds themselves than it does among its members, reveals research by Rainmaker.