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Technology

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
Midwinter has integrated all its planning tools into the Advice Operating System (AdviceOS), software that planners can access from the cloud.

Advisers could benefit from independent software

JAMES FERNYHOUGH  |  TUESDAY, 28 MAY 2013
Software designed by Brite NSW in association with adviser Bailey Roberts Group will become available to independent advisers, in a move designed to pluralise the platform market.

SuperStream data standards superficial

ALEX DUNNIN  |  TUESDAY, 21 MAY 2013
SuperStream's data standards only superficially deal with how gateways will interact with each other, according to the SuperStream Gateway Project (SGP).

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
Global financial technology provider Rubik Financial Limited (Rubik) has further expanded into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's ...

Study highlights honesty of LinkedIn users

JAMES FERNYHOUGH  |  WEDNESDAY, 15 MAY 2013
Only 24% of financial services execs regard information posted on LinkedIn as trustworthy, according to a study released this week.

Challenger extends deal with SimCorp

MARK SMITH  |  WEDNESDAY, 15 MAY 2013
Challenger has extended its licence with platform software provider SimCorp.

Social media may not be the best place to advertise

JAMES FERNYHOUGH  |  THURSDAY, 9 MAY 2013
Finance professionals overwhelmed by the social media explosion may take some comfort from Challenger general manager of corporate marketing and communications Stuart Barton's presentation at the Financial Standard's annual Sales and Marketing Forum.

Instos take on risk monitoring tools

ALEX DUNNIN  |  WEDNESDAY, 8 MAY 2013
Institutional investors haven't been rewarded for taking risk in global investment markets since 2008, and have now turned to more intense monitoring to minimize further risks.

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
Xplan service provider Enzumo has developed a tool that completely automates fee disclosure statements and allows advisers to pull the data from the system in a few minutes.

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
Self-managed super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes.