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 ...
Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions. ...
Intelliflo chief executive, Nick Eatock, has discussed the firm’s official launch into the Australian market and why his experience in the UK means he is hopeful adviser ...
Online threats against Australian financial services firms have almost tripled in the first half of 2022, according to software company Imperva. ...
Count Financial has announced an exclusive partnership with Annature to provide integrated eSigning and ID Verification software solutions to its national community of fi...
Software is currently too focused on product sales and compliance, and advisers find it difficult to use it to conduct activities that connect with clients, according to ...
Irish administration and compliance software company Financial Risk Solutions has announced its entry into the Australian investment administration software market....
West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as they seek to deal with the consequences of the Royal Comm...
A new white paper has identified scope for new entrants amid planner dissatisfaction with existing financial planning and CRM software....
Financial software provider Bravura Solutions has appointed a new global head of engineering for its wealth management division....
Bravura Solutions has won a five-year extension to its relationship with Lloyds Banking Group covering the insurance business....
SMSF administration provider, Class has introduced new filters aimed at assisting clients to deal with the latest super changes....
YTML has this week announced a strategic partnership with risk specialist technology firm, Omnium, to deliver new offerings for advisers in the life insurance space....
While there has been a 46 per cent uptake on cloud software year-on-year planners are still concerned over security and migration, IT on Cloud believe....
Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office administration and para planning solution to its advisers...
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...