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FINANCIAL PLANNING SOFTWARE
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....
Financial planning
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...
Financial planning
The founders of financial planning software platform, AstuteWheel, have added an estate planning component to their software suite....
Policy & Regulation
As FOFA development draws to a close, software companies shift focus to scaled advice and customer engagement, research shows....
Financial planning
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...
Financial planning
Rubik will purchase two competing software providers to expand its commission and revenue management systems. ...
Financial planning
Financial planning software house AdviserLogic has announced it now directly receives 26 investment data feeds covering over 200 platforms....
Financial planning
Planners are losing opportunities to offer scaled advice at lower costs by using traditional modelling software....
Financial planning
Fiducian Portfolio Services Limited has developed a new software solution intended to allow planners to compile fee disclosure statements. ...
Financial planning
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...
MARKET INSIGHTS
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Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...