Software

<table <td Netwealth has added new modelling and rebalancing tools to its platform range.Called Smart, or Sophisticated Modelling and Rebalancing ...

<table <td Coin Software has launched a new comprehensive Statement of Advice (SOA) template to help financial advisers consolidate the ...

Centric chairman Philip Kelly spoke with Lucinda Beaman about the industry and his plans for 2010. Changes taking place in ...

<table <td Darelle Jenkins has been appointed as national manager, AdviserNETgain. Jenkins joins BT Financial Group from COIN Software, where ...

Mark Halsey takes a look at recommendation two of the PJC inquiry into financial products and services and its potential ...

<table <td Financial planners continue to grapple with customer relationship management (CRM) and platform systems, and integration is once again ...

<table <td Although overall satisfaction remains high, many financial planners would prefer a more integrated solution from their planning software, ...

IRESS has formally expanded its wealth management presence into Asia with the acquisition of Singapore-based independent software provider SENTRYi.The acquisition ...

GPen, which was bought by Queensland Trustees and Investment (QTI) last September, has been renamed AdminPartners.The Melbourne-based superannuation administrator provides ...