Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....

Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....

AdviserLogic leverages Omnium to deliver RiskLogic upgrade....

Financial planners will still remain a necessary part of equities research as clients will continue to require guidance on risk and market exposure according to an online...

Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....

Financial planning software continues to be a hotly-contested market space with Xplan continuing to dominate the market while Midwinter’s software receives the highest ov...

The founders of financial planning software platform, AstuteWheel, have added an estate planning component to their software suite....

As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....

Rubik will boost its commission and revenue management systems after announcing the licensing and purchase of two software packages to be integrated into its COIN package...

Rubik will purchase two competing software providers to expand its commission and revenue management systems. ...

Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....

Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....

Fiducian Portfolio Services Limited has developed a new software solution intended to allow planners to compile fee disclosure statements. ...

There are many aspects involved in running a successful financial planning practice, including the things clients can see and the things that lie beneath the surface. Mil...