Advice

Oct
16

Myprosperity, a ‘Xero for household finance’, examines royal commission opportunity

It styles itself as “Xero for household finance” and Melbourne start-up myprosperity now looks more like the Kiwi original, after an adviser to early Xero investor Craig Winkler and a former Xero chief executive joined its board as it hopes for a boost from the banking royal commission. Myprosperity’s subscription service allows financial advisers to get real-time information on their clients by aggregating data […]

By Reposted by Australian FinTech | FinTech
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Oct
11

AI platform claims it can advise at 1/20th of cost

A US-based digital platform wanting to set up a presence in Australia says it is able to provide financial advice through artificial intelligence for 5 per cent of the cost of a human adviser. New York-based fintech firm Pefin said its platform uses AI technology to provide holistic, affordable and fiduciary financial planning and advice, […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Oct
08

Australians are turning to robo-advisers to boost their returns

Investors hunting for decent returns on their hard-earned cash are looking at other options outside of parking their money in the bank. Interest rates on term deposits and online savings accounts remain around 1 to 2 per cent while the value of Australian sharemarket has climbed by 9 per cent over the past 12 months. […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Oct
08

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 […]

By Australian FinTech | FinTech
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Jul
10

Forget Hayne, here’s four ways technology will remake financial advice

Technology’s waves have swamped plenty of other industries, so it’s hardly a surprise they are washing over the provision of financial advice. So much so, there’s talk of yet another “-tech”: as in, AdviceTech. So what’s accelerating the pace of digitisation of financial advice? Four key themes come to mind: First, providers realise the current […]

By Reposted by Australian FinTech | Banking . FinTech . Investing
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Jul
06

TIQK rolls out automated best interest duty test

Sydney-based software-as-a-service (SaaS) firm TIQK has announced that its “best interests duty” analysis for statements of advice has gone live. TIQK CEO Steve Thomson said this marked the industry’s first automated test for a best interest duty in statements of advice released commercially and believed it would give advisers and consumers more confidence in light […]

By Reposted by Australian FinTech | FinTech
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Jul
05

BGL announces integration with fintech firm

SMSF software provider BGL Corporate Solutions has integrated with a financial software firm that provides research tools for financial advisers. BGL managing director Ron Lesh said the integration will enable users of AdviserLogic to authorise the software firm to extract data from Simple Fund 360. “AdviserLogic has a suite of software products built to assist […]

By Reposted by Australian FinTech | FinTech
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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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