ADVICEOS

People & Products

The integration will allow AdviceOS users to pull client data from myprosperity....

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People & Products

The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....

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People & Products

Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....

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People & Products

Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....

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Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

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Superannuation

Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....

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Superannuation

The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...

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MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 day 3 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 9 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 days 7 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 10 hours ago