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FINANCIAL PLANNING SOFTWARE
Financial planning
Sharemarket information system provider Iress is continuing its foray into the wealth management market after completing the integration of financial planning software fi...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
Two former IWL staff, Laila Khodr, Jenny Lee-Koksal and one of the creators of Visiplan, Robert Green, have set up a new group aimed at helping advisers purchase and full...
Financial planning
Owned by AXA, Charter Financial Planning has seen significant growth over the past four years....
Financial planning
Van Eyk Research and the original creators of Visplan have joined forces to build a rival financial planning software tool and are set to roll it out for use in the next ...
Editorial
Following its takeover of online broking group Sanford Securities, financial planning software provider IWL has forecast an earnings figure for the 2002/03 financial year...
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Financial planning
Financial planning software provider IWL has extended its takeover offer for online broking group Sanford by two weeks after a muted response from Sanford’s shareholders....
Financial planning
Sharemarket information system provider Iress Market Technology has made another bid to enter the financial planning software market, just four months after the collapse ...
Financial planning
Navigator Australia has moved into the provision of back office services with the rollout of what it is calling a back office master trust....
Financial planning
Sanford Limited has reported continuing positive operating cash flows for the quarter to December 2002, as IWL moves forward with its bid to buy out the online broking gr...
Financial planning
AMP will pick a new wrap platform for its dealer group by the end of the first quarter of this year after having drawn up a shortlist according to AMP Financial Services ...
Financial planning
IWL has today claimed the company is on track to achieve an increase in operating earnings in excess of 100 per cent for the financial year ending 30 June 2003, as compar...
Financial planning
The shares of financial planning technology company IWL and online broking group Sanford have both been placed in a trading halt today, sparking speculation that IWL is p...
Financial planning
Indy Singh has built a business based on vision and a fax. BARBARA MESSER spoke with him about his vision and the contents of the fax....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...