The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura.
Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct ...
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform.
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space.
Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund.
The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
