myprosperity and View Legal partner to offer automated estate planning services
myprosperity, Australia’s leading personal wealth portal, is partnering with Australian estate planning firm, View Legal to provide free, standard wills. A personal wealth portal, myprosperity is a white-label desktop and mobile app that advisers and accountants can enable for their clients. The platform provides a consolidated, real-time view of a client’s entire financial world, thanks to live integrations with leading financial services providers. When enabled by an adviser, myprosperity’s estate planning functionality will allow a client to generate a standard View Legal will and automatically populate the relevant data from their personal wealth portal, including all their assets and liabilities. This legally binding will is then stored on myprosperity, delivering […]
Sharesight wins 3rd at Benzinga Global Fintech Awards
Sharesight announce they have been awarded third place at the 2018 Benzinga Global Fintech Awards for Best Financial Advisor or Wealth Management Platform! Sharesight are honoured to receive this award as it recognises that they’re revolutionising portfolio tracking for investors and the finance professionals who serve them. Looking at the range of 2018 finalists, Sharesight said they are humbled to receive this award. There are so many fintechs making a real difference in the lives of everyday consumers and investors.
Fintech intro for Stockbrokers 2018 Annual Conference
Next week will see 500+ local and international Stockbrokers and Advisors descend on Melbourne for the purpose of community enlightenment and networking.
NSW fintech and cybersecurity businesses set sights on London
Minister for Trade and Industry Niall Blair today announced $15,000 in sponsorship to help five NSW fintech and cybersecurity businesses join a business mission to London from 2 to 5 July 2018. The five NSW companies form half of the Australian-British Chamber of Commerce’s (ABCC) ‘Fintech and Cyber Catalyst’ delegation to the United Kingdom, with the other five companies from other states. NSW currently exports over $5 billion in financial services and Information and Communication Technology. “The NSW Government are always looking for opportunities to support companies that want to take on the world,” Mr Blair said. “The announcement of the Australia-UK ‘Fintech Bridge’ has opened new doors for our […]
FinTech Australia announce finalist for The Finnies 2018
FinTech Australia and Jobs for NSW have come together for the second year to host the national fintech awards, The Finnies. The Finnies will culminate in a Gala Awards Night Wednesday 13 June 2018 in Sydney. For more information go here. Here is the full list of finalists for the 2018 Finnies: Best Workplace Diversity ● BRICKX ● FirstStep Investments ● Link4 ● Valiant Finance Emerging FinTech Leader of the Year ● Brad Delamare – CEO, Tank Stream Labs ● Louis Edwards – Head of Renewable Energy Finance, RateSetter Australia ● Nick Molnar – Co-Founder & CEO, Afterpay ● Jack O’Reilly – Director, funding.com.au ● Rebecca Schot-Guppy – Community Manager, […]
Macrovue thematic global share portfolios available as SMAs via Praemium
Thematic global share investing business Macrovue announce the first 3 of its 22 managed portfolios are available as SMAs via the industry-leading managed accounts platform, Praemium. Thematic portfolios are becoming more and more important for advisers to consider when thinking about a client’s overall portfolio. Having the Macrovue thematic global share portfolios available for advisers delivers leading investment solutions and global diversification for advisers managing clients’ investments. Macrovue’s investment management fee of 80bps with no performance fees provides access to global markets at reasonable cost for clients. Leveraging the more than 50-years’ global stock-picking experience of the Macrovue Investment Team, Macrovue’s portfolio construction process combines inputs from a proprietary quantitative […]
Ease of use powers take-up of the Moneysoft Lite cash flow solution
Time poor advisers and their clients have embraced the streamlined version of Moneysoft’s personal financial management tool, with Moneysoft Lite growing to 20% of active users in less than two years. One in five Moneysoft subscribers now uses Lite, which was launched in late-2016. It caters to advisers and other finance professionals who want a simple, cost-effective way to introduce ‘cashflow as a service’ to their clients. The Lite platform enables advisers to build engagement with different types of clients at varied stages of the financial life cycle, said Neil De Beger, Moneysoft’s head of distribution and marketing for SME. “People want to have clear visibility of their finances without […]
MYOB and BPAY join forces to offer a new payment option for Australian small businesses
MYOB has collaborated with BPAY to add a new payment option to its Invoice Payments solution. The collaboration will see MYOB, one of Australia’s leading providers of business management solutions, offer BPAY payments solutions to small businesses, in addition to the existing credit card payment option as part of its online business solutions. MYOB’s payment software helps small businesses get paid four times faster MYOB’s customer data shows that, on average, businesses take 42.6 days to get paid, while those who convert to MYOB merchants and accept electronic payments directly through the platform are paid in under 10 days. “We know cashflow is one of the big pain points […]
