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Financial planning
Technology solutions could boost planner engagement with all clients, particularly C and D clients, according to Decimal....
Financial planning
Despite a number of software developers and platform providers flagging plans to introduce opt-in facilities, the financial planning community claims automating the proce...
Financial planning
Financial planning software provider IRESS has announced its next update of Xplan will include new 'opt-in' capabilities for advisers as part of the practice management f...
Financial planning
MLC has developed a new tool called My Client Leads, to help advisers who are struggling to market to their existing client base....
People & Products
SimCorp's investment management system, Dimension, has been selected by Schroders Australia to handle its Sydney-based portfolios....
Financial planning
Over half of advisers surveyed have neutral feelings towards the Federal Budget announcements, with only 24 per cent positive and 18 per cent negative, according to Midwi...
Policy & Regulation
Midwinter has made a range of changes to its Client Manager and Reasonable Basis software in response to the Government's recently announced FOFA reforms....
Superannuation
Financial planning software providers are hotly competing for superannuation fund clients....
Financial planning
Colonial First State's FirstChoice platform has embarked on a joint development with IRESS' XPLAN software, which the two companies said would reduce application turnarou...
Financial planning
Financial planning software provider Midwinter has released a new version of its Reasonable Basis software, which is aligned with recent changes to AXA's North platform....
Financial planning
COIN software has launched a new mortgage module for COIN Office, targeting the increasing number of financial advisers offering mortgage broking services to their client...
Superannuation
Industry fund LUCRF Super has announced it will streamline its intra-fund advice process with the adoption of Provisio Technologies’ rapid advice delivery software....
Financial planning
Bravura Solutions has signed a five-year deal to provide its Sonata wealth management software to the New Zealand life insurance company Partners Life....
Financial planning
Bravura Solutions has signed a five-year deal to provide its Sonata wealth management software to the New Zealand life insurance company Partners Life....
Financial planning
Praemium goes to market to raise $2.5 million to fund future growth....
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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?...