POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING SOFTWARE
Financial planning
Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...
Financial planning
The paper work burden for financial planners has just been lightened by the release of a new product that allows planners to process electronic applications for investmen...
Financial planning
Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....
Editorial
Exceptional revenue growth and stabilising costs delivered a maiden profit for XPLAN Technology in the half year to June 30....
Financial planning
Platforms have proliferated and grown to colossal sizes, evolving over time to occupy a space in the financial services landscape in which they have few competitors....
Financial planning
Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...
Financial planning
The requirement under financial services reform (FSR) to audit advisers is an expensive business for the dealers and a potentially stressful one for already overworked pl...
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Financial planning
Advisory software and research provider IWL tried to keep shareholders of stock broking firm JDV keen on a takeover bid yesterday by posting an extraordinary monthly earn...
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...
Financial planning
The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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,...