Search Result: Advice Revolution

Jun
16

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.

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Apr
11

Helen Thom joins Advice Revolution as Head of Sales

Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales.

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Apr
11

Advice Revolution

Insanely simple fact-finding and client engagement tools that help you streamline and scale your business.

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Aug
18

Advice Revolution partners with Worksorted

Fact find fintech Advice Revolution and customer relationship management (CRM) platform Worksorted have integrated their systems.

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Feb
21

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 […]

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Oct
23

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.

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Oct
14

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.

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Oct
26

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.

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