Industry support for consistent Advice Fee Consent approach
Licensees and platform providers have committed to defining a consistent industry approach to manage new requirements under proposed Advice Fee Consent legislation.
Count Financial launches technology integrations
Count Financial has solved one of the challenges faced by converged accounting and advice businesses, launching a series of back-end integrations.
Platform provider pushes blockchain approach for fee consents
Iress has called for an industry standardised approach based on blockchain, responding to new legislation governing ongoing fee arrangements.
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.
SalesPreso integrates with Xplan to release automated Statement of Advice platform
Leveraging an integration with Iress Xplan, SalesPreso will enable a fully automated, data-driven digital Statement Of Advice (SOA) creation process
Australian FinTech company profile #53 – LeadPoint DMS
LeadPoint DMS is a legal fintech which specialises in providing innovative, secure and intelligent national mortgage services.
Practifi integrates with XPLAN to create an end to end business technology solution for Australian financial advisers.
Practifi, the business management platform for financial advice, has today announced their integration with Iress XPLAN, which will be available to clients in their forthcoming product update. The integration will provide advisers with a business management solution that proactively improves compliance and increases efficiency by eliminating data duplication with a single, fully integrated client record. Leveraging the recently released Iress Open API, Practifi Chief Commercial Officer, Adrian Johnstone described the integration as ‘genuinely game changing for advice firms and licensees of all sizes.’ Johnstone added, ‘this integration ensures advisers can pair Australia’s most used advice tool with a genuine industry specific business management platform for the first time. With our […]
Australian financial instos show support for blockchain
The Australian financial services industry may have seen a shift in sentiment towards blockchain, with major financial institutions supporting BC Gateways’ new blockchain platform, The Gateway. The platform, which is designed for the global industry to publish and distribute any type of structured data, conducted a pilot in Sydney late last year focused purely on distributing pricing data in the Australian wealth management industry, with IRESS, Aberdeen Standard Investments, Perpetual and Equity Trustees among the participants. IRESS chief executive, Andrew Walsh, said it was keen to change the way financial data was delivered, and the multiple connectivity options to the BC Gateway would allow them and other participants to quickly […]
