FINANCIAL PLANNING SOFTWARE

Financial planning

Iress’ Xplan continues to dominate the financial planning software market with a multitude of uses, according to Netwealth research, despite newer players battling for a ...

Financial planning

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available ...

Financial planning

Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers....

Financial planning

The financial planning software and platform has reported double-digit uplift across the group in FY24, as it focuses on inorganic growth through strategic acquisitions i...

Financial planning

The financial planning technology group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions, set to bring DASH’s FUA above $15 b...

Financial planning

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....

Financial planning

Focusing on providing a quality and effortless service to financial advisers is a priority for smaller software providers, rather than trying to compete with market leade...

Financial planning

Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights ...

People & Products

Australian fintech iFactFind and global financial planning technology firm Voyant have integrated their offerings to facilitate a range of services driven by adviser dema...

Expert Analysis

One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...

People & Products

The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...

Tech

Ignition Wealth’s XPLAN consultancy team will now offer the Ignition Priority Assist Service to improve service efficiency....

image
Features

Robo-advice startups are receiving considerable attention from the media, government, and the industry but there is a vast difference between consumer-focused robo-advise...

image
People & Products

CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales....

image
Financial planning

Independent financial data source, InvestmentLink, today announced Midwinter as the first financial planning software company to operate its RealTime data service....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

3 weeks 4 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

1 month 2 weeks ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 weeks 3 days ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 weeks 2 days ago

Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...

1 week 3 days ago