New tech solution for advisers
Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions to boost accessibility and integration with online systems.
YTML chief executive, Kevin Liao, said that Highlighter had already been used for advice web apps and automated with an adviser's existing IP.
"Highlighter automates the development of a web app," he said.
"As long as advisers have the flow of data entry organised… we can configure and upload it into Highlighter and convert it into a web app for them.
"Advisers, accountants and SMSF [self-managed superannuation fund] specialists have so much capability sitting within their practices, and by partnering with technology solutions such as Highlighter, they can use it to funnel client traffic so they can focus on relationship side."
Financial groups including GPS Wealth have begun to use Highlighter by integrating it as a hub for online tools where capability can sit behind a main frame.
GPS Wealth managing director, Grahame Evans, said: "Highlighter is a very adaptable, technology solution."
"It has really progressed the Australian tech market."
AUTHOR
Hope William-Smith
Recommended for you
AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to access a greater source of funding.
Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a comfortable retirement.
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census.
The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such as Brookfield.
