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 ...

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

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 ...

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

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

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...

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

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

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....

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....

Non-aligned group, Libertas Financial Planning, launches an accountants’ licensing package, with software that creates SOAs and walks them through compliance processes....

Non-aligned planning group signs Midwinter in effort to expand advice offering....

Class and nabtrade have partnered to provide direct-connect data feeds as demand for foreign investments increase....

Financial advice software provider Decimal will offer its online advice platform to more than 100,000 members of a customer-owned mutual bank....