Advice

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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Apr
04

TIQK announces new CEO and Product

TIQK, Australia’s leading financial advice monitoring technology, today announced their new CEO. Steve Brown has been promoted from Head of Sales to CEO in replacement of Steve Thomson. Steve Brown has been leading teams for over 10 years while specialising in B2B digital solutions. Brown said, “I’m elated to be able to lead the talented […]

By Australian FinTech | FinTech
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Apr
02

Australian FinTech company profile #1 – Investfit

For exclusive members of Australian FinTech we’re going to do a Company Profile on each company and post it on our website, share it to our 10,000+ global social media followers and have it appear in our weekly newsletter which goes out to over 3,000 subscribers. Here is our very first profile for Investfit: 1. […]

By Australian FinTech | FinTech
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Mar
26

New FinTech platform Ontoma set to foster cooperation between regulators, compliance professionals and financial advice licencees

Award-winning software company Dexterous Pro partners with leading financial experts Lifewealth Group to launch the robust financial services platform Ontoma, to provide a FinTech solution for Australia’s financial advice licensees and their Future of Financial Advice obligations (FoFA). Ontoma is the first software response to relieve the compliance burden following the Royal Commission recommendations that […]

By Australian FinTech | FinTech
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Mar
25

FPA launches fintech assistance

Attempting to offer guidance in the maze of fintech products on the market, the Financial Planning Association (FPA) has launched an online solution to help identify which ones would most improve the profitability and efficiency of planning practices. The diagnostic tool would quantify the actual costs and time involved in providing advice services and provide […]

By Reposted by Australian FinTech | FinTech
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