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FINANCIAL PLANNING SOFTWARE
Financial planning
The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
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The planning industry is placing greater emphasis on in-house research, but this is no major threat to larger research houses like InvestorWeb, writes Kate Kachor....
Financial planning
Financial services technology provider PlanTech Consulting Group has experienced encouraging industry support for its new planning software tool, 4Cast, with four dealer ...
Financial planning
FinaMetrica (formerly ProQuest) has successfully launched in the United Kingdom following a nine-month pilot program, that has coincided with the completion of the 70,000...
Financial planning
Financial services group Aviva, and its platform business Navigator are to roll out the group’s revised PlanIt planning software and will consider giving it to financial ...
Financial planning
Former Avanteos founder and director Mike Polkinghorne has returned to the financial services market with the rollout of a software package designed for financial plannin...
Financial planning
Financial planning software provider Xplan Technology will integrate the risk profiling system of FinaMetrica (formerly ProQuest) after the two groups signed a deal to me...
Financial planning
Troubled accounting and financial planning consolidator Stockford has lost three of its Canberra based advisers to rival Fiducian Portfolio Services....
Financial planning
John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...
Financial planning
Hub provider InvestmentLink will now offer consolidated data for 13 platforms and fund managers via its e-Portfolio Transaction Service after the addition of the recently...
Financial planning
Financial services software provider FinTech has launched a new version of its financial planning software allowing a dealer group to control the back-office functions us...
Financial planning
Software provider Investment Data Technologies (IDT) has moved to integrate its adviser systems with popular wrap and master trust platforms to give planners seamless acc...
Financial planning
The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...
Financial planning
In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....
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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...
So we are now underwriting criminal scams?...