Advice

Aug
03

YTML: ASIC’s example SoA ‘not balanced’

Customer take up of life insurance advice could be adversely effected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager Advice Delivery, Terri Ho submitted to the Australian Securities and Investments Commission (ASIC) on the example SOA provided in […]

By Australian FinTech | FinTech . Insurance
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Aug
01

Intiger hopes BOOM will be hit with financial planners

ASX-listed fintech Intiger Group Limited has launched a back-­office online management portal, BOOM, to give the financial ­industry a leg-up in tackling compliance and administrative costs. The portal runs as a Software as a Service solution and delivers every administrative process ­advice document that users need to run their practice. Advisers can order administrative process […]

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

Search for 2017 Fintech 100 innovators kicks off

Nominations are now open for the 2017 KPMG & H2 Ventures Fintech 100, the annual list designed to recognize leading fintech innovators.   Visit www.fintechinnovators.com by Thursday, 31 August 2017 and nominate your company, or any fintech you think should be considered for the Fintech 100.   The Fintech100, available at www.fintechinnovators.com, is compiled by […]

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Jul
19

New fund Super Simplifier promises hybrid between traditional super and SMSF

Superannuation savers who want more control than that what is offered by a traditional super fund, but don’t want to invest in property or start a DIY super fund, are being targeted by a new superannuation fund that promises a hybrid of the two most common super options. Shannon Bernasconi, the managing director of fintech […]

By Reposted by Australian FinTech | FinTech . Investing
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Jul
14

Fintech players winning with disappointed advisers

Newer advice technology providers have defeated their more established competitors in securing the top spot for adviser platform satisfaction, despite industry-wide disappointment in current tech options. According to the latest Investment Trends Planner Technology Report, newer platforms are gaining momentum in the industry and threatening more established players. CFS FirstChoice and BT Wrap are the […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jul
13

CashDeck and MyMoney partner to educate on wealth management

CashDeck today announced that it has signed an agreement with MyMoney to provide personal wealth management software and financial education to over 1000 of MyMoney’s clients. The partnership will help MyMoney’s clients better understand their spending habits, allowing them to know at any given time what their money is doing. Graham Chee, Founder and CEO […]

By Australian FinTech | FinTech . Investing
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Jul
11

Midwinter launches Kamino – cyber security service for advisers and accountants

Australian based financial services technology provider Midwinter has today announced the upcoming launch of Kamino, a cyber security service for financial advisers and accountants. The offering will include vulnerability assessments, penetration testing and ongoing monitoring in order for accounting, advice practices and licensees to assess the strengths and weakness of their systems. Midwinter saw an […]

By Australian FinTech | FinTech
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Jul
04

Fortnum Financial Advisers partners with Moneysoft

Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the advice process. Fortnum will provide the co-branded Moneysoft tool to advisers across its full network, enabling them to empower clients and bolster their financial wellbeing. Fortnum’s Practice Technology […]

By Australian FinTech | FinTech . Investing
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