About the Technology Report research
TheMoney ManagementTechnology Report is based on a survey undertaken by The Tom Collins Consultancy and includes providers of technology in the areas of financial planning (administration) platforms, financial planning software and dealer back-office services.
These providers are asked to complete a questionnaire outlining their services and features, which is then collated and presented in the tables in the following pages.
Such a survey produces a very large level of information and due to space restrictions, not all of that information has been published.
Money Managementcould not provide the information in the following pages without the assistance of those who responded and would like to thank all those groups who chose to participate. We appreciate the time and effort those groups gave us in assisting us to compile one of the most complete listings of technology providers available.
However, a number of providers chose not to participate in this year’s research, citing that they had yet to launch products or were in the process of changing systems. These groups will be added in future reports.
AUTHOR
Jason Spits
Recommended for you
With the adviser education pathway deadline less than three months away, Padua Wealth Data is predicting a “very unstable last quarter” after three months of solid net growth and new entrants.
ASIC has banned the former CEO of Lighthouse Partners from providing financial services for 10 years after failing to report fees-for-no-service conduct, the second individual banning from this firm.
The corporate regulator enacted a 50 per cent increase in the number of investigations and a 20 per cent increase in civil enforcement proceedings.
Wealth management platform Netwealth has reported record quarterly net flows to managed accounts and is set to launch Netwealth Private for select advice groups this quarter.
