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Financial planning
Cannex has combined its insurance research and quotation tool with the Statements of Advice preparation tool offered by real services to create an all-in-one insurance de...
Financial planning
Synaptic Systems has selected Australian portfolio administration provider Praemium to offer separately managed accounts and general wrap services in the United Kingdom....
Financial planning
Celebrating the first anniversary of its acquisition by Macquarie Adviser Services, Coin Software has announced it is planning further enhancements to benefit its clients...
Financial planning
ING-owned dealer group Tandem Financial Advice has announced that its advisers will soon have access to the Inspector Compliance online management system and associated T...
Financial planning
While financial planning software hardly sounds like an area you would expect to find participants slugging it out, that’s exactly what is happening. It’s proving to be a...
Financial planning
While the planning software market appears to have settled down into something akin to trench warfare, there are still some players making forays into open territory....
Financial planning
Portfolio administration provider Praemium has announced it will enter into the development effort for a set of standards that was jointly released last week by Coin and ...
Superannuation
Western Australian-based dealer group Wealthsure has entered into an agreement to use Multiport software in the administration of its clients’ self-managed superannuation...
Editorial
Macquarie Bank has announced a 13 per cent increase in its reported earnings for the year to March 31, 2006....
Financial planning
Financial planning software providers VisiPlan and Coin have jointly released a set of standards for use in the development of interfaces between platforms and front-end ...
Financial planning
Count Wealth Accountants has announced that reverse mortgage products provided by ABN Amro, Bluestone Equity Release and Macquarie Mortgages would be added to its recomme...
Financial planning
Advisers will soon be able to access risk products through Coin’s financial planning software solution....
Financial planning
BT Financial Group has been shown to be the most impressive performing business unit of Westpac for the half year ended March 31, 2006, contributing strongly to the banki...
Financial planning
According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...
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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...