YTML opens Seido Financial Advice App Store
YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox, AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the financial advice process to work together to create client-friendly, succinct and compliant advice documents in a fraction of the time it currently takes. “In this sense, the Seido App Store moves beyond what we traditionally think of when we think of App stores,” Mr Liao said. “It is designed to not only act as a […]
Fintech is not a threat: FPA
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals Congress in Hobart this morning, the whitepaper maps fintech to the financial planning process and highlights that increased revenue, operational efficiencies and reduced client costs as some of the advantages advisers and planners can gain if they embrace fintech solutions. It maps out the financial planning process in six key steps and pinpoints where new technology can best add value in the process, particularly in the areas of compliance and regulatory requirements. According to […]
