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Nov
27
SalesPreso integrates with Xplan to release automated Statement of Advice platform
Leveraging an integration with Iress Xplan, SalesPreso will enable a fully automated, data-driven digital Statement Of Advice (SOA) creation process
Nov
26
AdviserLogic releases digital SoA production suite
AdviserLogic has released its highly-anticipated, reimagined digital SoA production suite.
Nov
06
More non-advised Aussies seeking digital tools
A majority of non-advised Australians say they’re interested in using digital tools to help them make superannuation, insurance and investment decisions.
Nov
05
Morningstar buys adviser software firm in Australia
Morningstar has agreed to acquire Australian adviser software firm AdviserLogic for an undisclosed the price but settling by the end of this month.
Oct
22
AustralianSuper checks out robo advisers
AustralianSuper is looking at robo advisers as a potential solution for providing financial advice to its members but says it’s early days.
Sep
09
SelfWealth launches low-cost trading platform for financial advisers
SelfWealth, Australia’s fastest growing retail share trading platform, has now branched out into the advised space launching its SelfWealth Adviser Platform
Aug
29
AMP Wealth chief urges robo-advice
AMP Wealth says it’s a moral obligation for the industry to provide affordable advice, supporting digital and automated channels for the Australian public.
Aug
19
Aussie robo eyes Thai market
After establishing offices in Malaysia and Indonesia, Raiz is looking at entering the Thailand robo-advisory market, according to CEO George Lucas.