Count Financial Bolsters its Tech Menu with Midwinter Advice Software
Count Financial has added Midwinter financial advice software to their technology menu, offering increased choice and flexibility for their adviser network.
Praemium posts 26% FUA increase
Praemium reported quarterly net inflows of $725 million in the latest quarter, up 82 per cent from the previous corresponding period (pcp) of $398 million.
Helen Thom joins Advice Revolution as Head of Sales
Advice Revolution has bolstered its senior team by appointing Helen Thom as Head of Sales.
Regtech could be the solution to finfluencer conundrum, ASIC says
ASIC’s Young People and Money survey found that 33% of 18 to 21-year-olds follow at least one finfluencer on social media.
Asendium announces integration with ProductRex for real-time investment comparisons
Asendium and ProductRex partner to provide advisers with real-time comparison between investment products based on the specific needs of advised clients.
Award-winning fintech Sharesight uses API technology to transform wealth management
Award winning online portfolio tracker Sharesight, has seen rapid growth in its fintech ecosystem.
New scaled advice offering launches
Scientiam, aims to assist advisers in servicing clients in a way that is both affordable and profitable.
AIA selects Midwinter advice software for new Financial Wellbeing business
Midwinter’s financial advice software chosen to underpin new AIA Financial Wellbeing advice business.
