Australian FinTech company profile #153 – Advice Revolution
Advice Revolution reduce the time and cost to deliver financial services by improving data management and integration capability.
Helen Thom joins Advice Revolution as Head of Sales
Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales.
Advice Revolution
Insanely simple fact-finding and client engagement tools that help you streamline and scale your business.
Advice Revolution partners with Worksorted
Fact find fintech Advice Revolution and customer relationship management (CRM) platform Worksorted have integrated their systems.
Digital advice: from robo revolution to enterprise evolution
As digital financial advice gains ever-growing traction among superannuation providers, the hype around “robo-advice” gives way to enterprise-level requirements. Decimal Software CEO Nic Pollock says B2C wealth management and enterprise-grade digital financial advice serve very different needs, and customers. Federal Treasurer Scott Morrison recently told a G20 conference in Germany of his plans to encourage more robo-adviser start-ups to launch in Australia. Undoubtedly he believed doing so would enhance opportunities for more Australians to gain access to financial advice and in turn provide better financial security and retirement outcomes. But his comments highlight a general lack of understanding of the differences between “robo-advisers” and the digital advice needs of the […]
AstuteWheel: Revolutionising client engagement with the latest technology
AstuteWheel are focussed on helping financial advisers improve client engagement by simplifying the advisory process and improving practice efficiency through technology.
ETF Securities taps the fintech revolution
Now ETF Securities has launched an exchange traded fund that gives investors access to the major trends in fintech.
Robo-advice a complement, not disruptor: Six Park
Six Park co-chief executive Pat Garrett said there is no competition between robo-advice and financial advisers.