Search Result: advice revolution

Jul
08

Revolutionary digital platform makes startup funding a piece of cake

Cake Equity CEO, Jason Atkins, said growth in the startup space had been hindered for far too long due to archaic startup funding systems.

DETAIL
Jul
01

Roar Software adds new revolutionary tool to connected technology solution

Roar Software is revolutionising the experience of financial advice with the release of its industry-first advice viewing tool.

DETAIL
Oct
16

Graham Tuckwell hails peer-to-peer investing ‘revolution’

ETF pioneer Graham Tuckwell has relocated to Australia permanently from Jersey and is launching his latest collaboration with a robo-advice challenger.

DETAIL
Feb
02

Robo-advice using algorithms are replacing financial planners

Robo-advice is part of a new financial marketing system that could chug along without much human intervention and is aimed at giving you a sense of financial security.

DETAIL
Mar
18

Stockspot set to revolutionise the investment landscape with new technology

Fintech company Stockspot is set to revolutionise the Australian investment landscape, by becoming the world’s first automated investment service to offer clients the option to personalise their portfolio with investment themes. Stockspot Themes is a new offering that lets qualifying investors steer the direction of their portfolio, by choosing from 14 different investment themes, including socially responsible shares, global shares, property and international bonds. Themes are combined with the Stockspot Model Portfolios to create personalised portfolios that are diversified across thousands of companies. “Some of our clients already own Australian shares, so want more of a tilt towards global shares in their portfolio. Likewise we have clients coming to us […]

DETAIL
Sep
19

New fintech brand elemnta, an enterprise-level digital integration offering, launches in Australia

New fintech brand elemnta today announced its debut as an advice and wealth sector software and services enterprise offer

DETAIL
Mar
12

Elemnta achieves ISO 27001 Certification, ensuring robust information security

Elemnta, a leading fintech brand dedicated to revolutionising the advice and wealth sector, have announced its recent attainment of an ISO 27001:2022 Certification.

DETAIL
Feb
27

Lanteri Partners collaborates with OpenInvest to launch Medici Invest to target Australia’s emerging affluent generation

Melbourne wealth manager Lanteri Partners have announced the launch of Medici Invest, a revolutionary online investment solution.

DETAIL