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
The Australian Financial Complaints Authority has reported an 18 per cent increase in investment and advice complaints received in the financial year 2025, rebounding from the previous year’s 26 per cent dip.
As reports flow in of investors lining up to buy gold at Sydney’s ABC Bullion store this week, two financial advisers have cautioned against succumbing to the hype as gold prices hit shaky ground.
After three weeks of struggling gains, this week has marked a return to strong growth for adviser numbers, in addition to three new licensees commencing.
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice.
