Search Result: ytml

Mar
30

YTML

The Advice and Technology People

By Australian FinTech |
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Mar
25

FPA launches fintech assistance

Attempting to offer guidance in the maze of fintech products on the market, the Financial Planning Association (FPA) has launched an online solution to help identify which ones would most improve the profitability and efficiency of planning practices. The diagnostic tool would quantify the actual costs and time involved in providing advice services and provide […]

By Reposted by Australian FinTech | FinTech
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Feb
06

The finalists of the 2019 Fintech Business Awards have been announced

The finalists of the 2019 Fintech Business Awards have been announced. Congratulations and good luck to all the finalists – both individuals and companies: Individual Categories Femtech Leader of the Year Amreeta Abbott – NowInfinity Emily Hollingum – Balance Impact Jacqui Henderson – Advice Intelligence Jodi Stanton – SendGold Lorraine Longhurst – Basiq Lucy Liu […]

By Australian FinTech | FinTech
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Dec
20

Thank You & Merry Christmas!

2018 has been the biggest year so far for Australian FinTech and Australian FinTech Jobs. So we’d like to say a massive THANK YOU to everyone who has supported us over the past 12 months including fintech companies and their teams, recruitment firms, PR firms, advertisers, contributors and techies: 86 400 AdviserLogic Airwallex Aleda Capital […]

By Australian FinTech | FinTech
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Nov
16

Fintech should make advice ‘enjoyable’

A software integration firm has highlighted how technology should be about making the client experience of advice more “enjoyable” as well being agile to constantly changing adviser needs. At a media roundtable in Sydney yesterday, YTML director Terri Ho said a lot of emotion is attached to financial advice, however it tends to become really […]

By Reposted by Australian FinTech | FinTech . Investing
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Jun
29

AstuteWheel launches new Astute Insurance Planner solution

AstuteWheel has today launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs […]

By Australian FinTech | FinTech . Insurance
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May
21

Advice documents still not clear, concise and effective

Many clients are simply not understanding the advice being presented in Statement of Advice (SoA) documents, because they are still not clear, concise and effective, according to leading fintech, YTML. Over the past three years YTML, which provides a number of advice technology solutions, including a paraplanning service, has seen over 50 different SoA templates. […]

By Australian FinTech | FinTech
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Mar
01

Partnership needed to make fintech ‘magic’

Technology itself is not a solution but requires collaboration to achieve strong user outcomes, says advice-focused fintech entrepreneur Kevin Liao of YTML. Speaking at the inaugural Fintech Business Awards in Sydney on Friday, Mr Liao – who was a finalist for the Fintech Entrepreneur of the Year award – said collaboration is key when it […]

By Reposted by Australian FinTech | Uncategorized
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