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Technology

Topdocs automates SMSF deed updating

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
Self Managed Super Funds document provider Topdocs released today the Topdocs SMSF Deed Update, an automated update system for deeds.

Macquarie launches SMSF Toolkit for advisers

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
Macquarie Group has launched a Self Managed Super Funds Toolkit for advisers.

DomaCom to partner with Perpetual on new platform

LAURA MILLAN  |  TUESDAY, 12 FEB 2013
Property investing online service DomaCom has announced its partnership with Perpetual on a new platform expected to launch in the third quarter of 2013.

Anova wins tech industry recognition

MARK SMITH  |  THURSDAY, 7 FEB 2013
DST Global Solutions' Anova investment data software has been named 'best-in-class' in the CEB TowerGroup Wealth Management report.

Super funds get serious about social media

MARK STORY  |  WEDNESDAY, 6 FEB 2013
With social media becoming increasingly more powerful as a means of systemising client engagement, a clear strategy is needed for targeting members and managing risk, according to Buchan Consulting.

AMP launches new iPad app for advisers

BEN COLLINS  |  TUESDAY, 5 FEB 2013
AMP has launched an iPad application for its Financial Advice Network financial advisers that it said is integrated with their back-office systems.

Social media a counter-balance to info overload

MARK STORY  |  TUESDAY, 5 FEB 2013
Financial advisers can achieve immediate wins in the social media stakes if they only bother to properly service existing clients, ensure their LinkedIn profile is built efficiently, and overcome their fear of making a video.

Distilling the 'why' unlocks social media success

MARK STORY  |  TUESDAY, 5 FEB 2013
It's impossible for financial advisers to be better connected to themselves, argues Canberra-based Matt Battye managing director of Complete Wealth unless they take the time to do what he calls 'distilling the why'.

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
IRESS' financial planning software system XPLAN is the top-rated planning application for 2012 according to an Investment Trends report.

Social media anything but rocket science

MARK STORY  |  MONDAY, 4 FEB 2013
The proper adoption of social media strategy by financial advisers will help to raise up the public perception of the sector so often portrayed badly by media.