FINANCIAL PLANNING SOFTWARE
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...
People & Products
CXi Software has gone for experience in its selection of Stephen Williams as its new director of product and sales....
Financial planning
Independent financial data source, InvestmentLink, today announced Midwinter as the first financial planning software company to operate its RealTime data service....
People & Products
A new managed account business, MA Operator, has launched into the industry this week, which would target financial advisers to manage investments on clients’ behalf....
People & Products
JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential annual value sitting at around $1 million....
Accounting
Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....
Financial planning
Non-aligned planning group signs Midwinter in effort to expand advice offering....
Superannuation
Class and nabtrade have partnered to provide direct-connect data feeds as demand for foreign investments increase....
Financial planning
Financial advice software provider Decimal will offer its online advice platform to more than 100,000 members of a customer-owned mutual bank....
Financial planning
The Commonwealth Bank will roll out IRESS to all its planning licensees and advice divisions....
Financial planning
Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance across a number of surveys....
Financial planning
Lonsec/SuperRatings data points to value in industry funds more willingly linking with financial planners....
Financial planning
AdviserLogic leverages Omnium to deliver RiskLogic upgrade....
Funds management
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...
Superannuation
Super funds research provider combines with AdviserLogic to assist planners with super fund data and advice....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...