Advice

Nov
18

Logging on to the future of financial advice

For hundreds of thousands of investors around the world, the future of financial advice is already here. There is as much as $US300 billion ($392 billion) of funds under the management of robo advisers – computers powered by algorithms that can buy and sell on your behalf – with that figure expected to rise to […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
17

Acurity Online to launch actionable advice solution for superannuation funds

IRESS has accelerated online superannuation portal Acurity Online to draw on IRESS’ advice technology to demonstrate the direction of integration for Acurity and XPLAN, and enhance member engagement. The announcement follows IRESS’ acquisition of Financial Synergy last month. The solutions draw on XPLAN’s multi-channel advice technology. Acurity Online is an online superannuation portal for members, […]

By Australian FinTech | FinTech . Investing
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Nov
08

Moneysoft launches new package designed to boost client engagement, satisfaction and revenue

Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service to their clientbase. Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and […]

By Australian FinTech | FinTech . Investing
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Nov
07

New tech solution for advisers

Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers’ in-house Excel solutions to boost accessibility and integration with online systems. YTML chief executive, Kevin Liao, said that Highlighter had already been used for advice web apps and automated with an adviser’s existing IP. “Highlighter automates the development of a […]

By Reposted by Australian FinTech | FinTech . Investing
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Nov
04

Ignition Wealth Survey gathers data on financial professionals true fintech needs

Ignition Wealth Head of Sales and Marketing, Richard Liverpool has initiated a series of Ignition Wealth Surveys, seeking to delve deeper into the financial technology needs of Australian financial professionals. “The key to our successful business development is understanding exactly why our B2B customers are passionate about digital financial advice, the benefits for them and […]

By Australian FinTech | FinTech
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Nov
03

Automated advice aims to fill the void

Automated financial advice isn’t getting the recognition it deserves in Australia as we steam towards the Robo 2.0 era, says Clover chief executive Harry Chemay. Speaking to The Australian ahead of today’s FinTech Collab/Collide Summit in Melbourne, Mr Chemay said robo-advice — online wealth management ­advice based on automated algorithms — was ultimately com­plementary to […]

By Reposted by Australian FinTech | Blockchain . FinTech . Investing . Robo-Advice
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Nov
03

EY FinTech Australia Census 2016

FinTech Australia and EY Sweeney release the most comprehensive analysis of Australia’s fintech ecosystem to date, the EY FinTech Australia Census 2016 FinTech Australia and EY Sweeney are today releasing the inaugural EY FinTech Australia Census 2016, the most comprehensive and detailed report on the Australian fintech industry to date. The research was formally launched […]

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Nov
02

Quantifeed makes key hires from leading banks as expansion in Asia Pacific continues

Quantifeed, a leading provider of digital wealth management solutions in Asia Pacific, today announced the appointment of Audrey Wong in the combined role of Chief Operating Officer and Chief Financial Officer, alongside several other key senior hires in Hong Kong and Australia. The Hong Kong based company is moving ahead with regional expansion after announcing […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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