Advice

Aug
16

Rise of digital financial advice platforms concern for wealth firms

Financial advisory firms should be concerned about the rise of digital financial advice platforms as they gain popularity, says analytics company GlobalData

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jul
25

BDO partners with Nod

BDO has partnered with Australian fintech company Nod to deliver better and more efficient statement of advice documents to clients.

By Reposted by Australian FinTech | FinTech
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Jul
23

Australian FinTech company profile #38 – Financial Mappers

Financial Mappers enable financial advisers to deliver advice in a fraction of the traditional time and to give scaled and online advice to the mass market.

By Australian FinTech | FinTech
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Jul
04

The changing face of financial advice

Open banking platform Basiq and CRM software provider AdviserLogic have partnered to solve this issue and improve the way financial advice is given.

By Reposted by Australian FinTech | FinTech . Investing
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Jun
12

Tech enabled, hybrid advice model emerges

Absolute Advice created a hybrid model – a full service advice practice employing tools commonly associated with robo-advice for on-boarding and investment.

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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May
23

A sneak peek at Rule Builder: create automated financial advice tests in just minutes

Over the past few years TIQK have built considerable in-house compliance and engineering expertise in how to automate complex financial advice assessments.

By Reposted by Australian FinTech | FinTech
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May
02

Australian FinTech company profile #8 – Map My Plan

Australian FinTech company profile #8 – Map My Plan

By Australian FinTech | FinTech
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May
02

AI to impact all aspects of advice: Report

An upcoming whitepaper reveals the rise of machine learning and artificial intelligence will transform every aspect of advice over the next five years.

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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