New tech solution for advisers
Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers' in-house Excel solutions to boost accessibility and integration with online systems.
YTML chief executive, Kevin Liao, said that Highlighter had already been used for advice web apps and automated with an adviser's existing IP.
"Highlighter automates the development of a web app," he said.
"As long as advisers have the flow of data entry organised… we can configure and upload it into Highlighter and convert it into a web app for them.
"Advisers, accountants and SMSF [self-managed superannuation fund] specialists have so much capability sitting within their practices, and by partnering with technology solutions such as Highlighter, they can use it to funnel client traffic so they can focus on relationship side."
Financial groups including GPS Wealth have begun to use Highlighter by integrating it as a hub for online tools where capability can sit behind a main frame.
GPS Wealth managing director, Grahame Evans, said: "Highlighter is a very adaptable, technology solution."
"It has really progressed the Australian tech market."
AUTHOR
Hope William-Smith
Recommended for you
Determinations by the FSCP since the start of 2025 are almost double the number in the same period of 2024, with non-concessional contribution cap errors and incorrect advice among the issues.
Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard.
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June.
Michael McCorry, chief investment officer at BlackRock Australia, has detailed how investors are reconsidering their 60/40 portfolios as macro uncertainty highlight the benefits of liquid alternatives.
