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SOFTWARE
Life/Risk
YTML has this week announced a strategic partnership with risk specialist technology firm, Omnium, to deliver new offerings for advisers in the life insurance space....
Financial planning
While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe....
Financial planning
Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office administration and para planning solution to its advisers...
Financial planning
Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which provides direct client portfolio services for financial advise...
Policy & Regulation
Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering life policies....
Funds management
Cloud-based financial planning software provider, Adviser Intelligence, has signed a deal with investment technology firm Avocado Consulting....
People & Products
Financial services software provider, Bravura Solutions has appointed Peter Mann as an independent, non-executive director, having led both provider and adviser businesse...
Financial planning
Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....
Financial planning
Financial advisers and dealer groups will be able to track and record every client interaction they have, to ensure compliance standards are being met, with the roll-out ...
Superannuation
Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....
Financial planning
Australian financial planners use less sophisticated software than US and UK counterparts and have focused on FOFA compliance instead of business efficiency....
People & Products
Software and processing solutions firm SunGard Australia has appointed Grant Ives for its newly created role of director insurance solutions....
Financial planning
Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Financial planning
Rubik will purchase two competing software providers to expand its commission and revenue management systems. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...