Advice

Jun
30

Tom Culver of Goodments wins inaugural EY WAMTech PitchFest

Tom Culver, CEO and Co-Founder of Goodments, has been named as winner of the inaugural EY WAMTech PitchFest for his innovative FinTech solution in response to the problem statement of how to simplify the process for financial advice within the wealth and asset management (WAM) industry. Culver took out the top award among stiff competition […]

By Cameron Dart | FinTech
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Jun
15

More openness required to progress advice industry says YTML

The advice industry will struggle to  take the next major step in its evolution unless more innovative solutions are delivered to market.  According to YTML CEO Kevin Liao, this will require technology providers to come together, collaborate and solve the operational frustrations that have characterised the advice industry for far too long. “Collaboration starts with providers […]

By Australian FinTech | FinTech
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Jun
13

myprosperity and BGL announce integration to provide real time access to a client’s entire financial world

myprosperity, the market leading financial collaboration platform for accountants and advisers, is proud to announce it has completed integration with BGL’s Simple Fund 360, the market leading cloud SMSF solution, to provide a holistic view of a client’s financial world.   myprosperity and BGL Simple Fund 360 clients will now benefit from the ability to […]

By Australian FinTech | FinTech
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Jun
10

Robo-advice finds market in digital-savvy older investors

Hey robo-advisers … You’re looking the wrong way! Millennials have no spare money and don’t care about investing just yet — but older Australian investors are more than ready to play. One survey after another in the US shows older investors are ­actually super keen to examine low-cost digital-based financial services. And closer to home, […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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May
26

YTML: Focus on what you can change

Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it […]

By Australian FinTech | FinTech
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May
25

Winners at The Finnies!

Congratulations to those Australian Fintech companies and their fearless leaders who won awards last night at the inaugural Finnies Fintech Awards:   Female Fintech Leader of the Year: Emma Weston, AgriDigital Co-Founder & CEO   Joint Male Fintech Leaders of the Year: Greg Moshal & Beau Bertoli, Prospa Co-Founders   Fintech Organisation of the Year: […]

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May
23

The shape of superannuation to come

The superannuation system has undergone sweeping changes in recent years and the dust has yet to settle. According to a finance software provider, tomorrow’s super system will look markedly different to the one we know today. In a recently released white paper, software company Bravura said Australia’s super system is likely to undergo a number […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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May
22

Ignition Wealth announces digital advice solution for users of BT Panorama

Ignition Wealth has announced that its digital advice solution will be available to investors, advisers and accountants using BT Panorama.   “We are delighted to be working with BT to deliver a truly customer-first solution to their accountants, advisers and investors. For accountants the move provides a post-FOFA solution that allows them to source advice […]

By Australian FinTech | FinTech . Robo-Advice
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