Advice

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

By Australian FinTech | FinTech
DETAIL
Nov
26

AdviserLogic releases digital SoA production suite

AdviserLogic has released its highly-anticipated, reimagined digital SoA production suite.

By Australian FinTech | FinTech
DETAIL
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.

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

By Reposted by Australian FinTech | FinTech . Investing
DETAIL
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.

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

By Australian FinTech | ASX . FinTech . Investing
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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.

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

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