Software

West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as...

A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial...

Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth...

Bravura Solutions has won a five-year extension to its relationship with Lloyds Banking Group covering the...

SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest...

YTML has this week announced a strategic partnership with risk specialist technology firm, Omnium, to deliver new...

While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over...

Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office...

Cloud accounting software company, Class, has partnered with managed account technology, MA Operator, which...

Life insurer, AIA, is helping financial advisers produce fast and accurate client information for administering...

Cloud-based financial planning software provider, Adviser Intelligence, has signed a deal with investment...

Financial services software provider, Bravura Solutions has appointed Peter Mann as an independent, non-executive...

Xplan has been named the top rated planning software by Investment Trends continuing its top ranked performance...

Financial advisers and dealer groups will be able to track and record every client interaction they have, to...

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