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
Equity offerings should be “seriously considered” by advice firms if they want to attract experienced advisers with the option viewed as a major differentiator for candidates seeking their next role.
DASH Technology Group has enacted two internal promotions, appointing a chief risk officer and chief commercial officer to strengthen the firm’s governance and operational capabilities.
The Stockbrokers and Investment Advisers Association has announced the appointment of its new chief executive following the exit of Judith Fox after six years.
Insignia Financial has appointed an experienced financial advice leader as head of education and advice on its Master Trust business, who joins from Ignition Advice,
