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ADVICEOS
People & Products
The integration will allow AdviceOS users to pull client data from myprosperity....
People & Products
The financial planning software provider will increase investment in new features for its AdviceOS software with backing from Bravura....
People & Products
Advice software firm Midwinter Financial Services has launched a new product comparison feature in AdviceOS to allow advisers to conduct faster in-depth product research....
People & Products
Utilising Rice Warner’s Galaxy Risk Insurance Engine, it will be available on their AdviceOS platform....
Financial planning
New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....
Superannuation
Financial advice technology firm, Midwinter, has announced its recent partnership with BUSSQ superannuation fund....
Superannuation
The integration will allow both Midwinter’s AdviceOS and Class to sync and replicate portfolios from Class into Midwinter’s AdviceOS and allows users to update portfolio ...
MARKET INSIGHTS
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...