Search Result: Financial Simplicity

Australian FinTech company profile #51 – Financial Simplicity

Financial Simplicity provides technology that is a critical component for wealth managers to sustainably create value for their clients and satisfy those who oversee them.

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Financial Simplicity

The global specialist in empowering wealth businesses to deliver tailored, client centric investment portfolio propositions at scale.

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Jan
31

Digital advice will be central in Quality of Financial Advice Review 2022: Ignition Advice

Digital advice tells you whether or not you should be investing or adding to super, because of affordability, suitability of or complexity of advice needs.

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Jul
29

Digital advice needs simplicity

Digital advice is the future and while there had been a lot of success with portfolio modelling, the advice component is where complexity came in.

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Dec
14

DLT and CDR shifting investment data ownership

DLT and CDR legislation will transition the source of consumer investment data from product providers to consumers themselves.

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Dec
19

Thank You & Merry Christmas!

From the team at Australian FinTech, we’d like to say a massive THANK YOU to everyone who has supported us over the past 12 months.

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Dec
13

PocketSmith CEO: What Mint’s closure means for the future of Personal Finance Software

The news of Mint’s impending closure has caught many off guard, considering its status as one of the leading brands in personal financial management software.

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Dec
13

CoinJar wins 2023 Digital Currency Exchange of the Year Award at The Blockies

CoinJar has been honoured with The Blockies Award, a significant acknowledgment in the digital currency exchange sector.

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