Advice

Jan
30

The team at Investfit have been busy…. and that’s just the beginning!

Investfit has just released a new version of its advanced financial advice application, with many improvements and some new, sought-after features. Investfit is a client engagement tool that produces better financial outcomes for clients, lower risk and lower costs for the adviser. The latest enhancements include: Improved look and feel Fully configurable for each advice […]

By Australian FinTech | FinTech
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Jan
16

‘Collaboration’ key to seeing full potential of AI

New calls have been issued for the finance industry to change its mindset and embrace “greater collaboration” to leverage the full potential of artificial intelligence and machine learning technology. Education provider Kaplan Professional and regtech company Red Marker issued the call after noting that the financial advice industry had been looking for automated compliance solutions […]

By Reposted by Australian FinTech | FinTech
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Jan
15

Research shows that budgeting and cashflow management the top advice priority for younger Australians

Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of financial advice they can receive, according to a recent ING and Rice Warner survey of more than 1000 Australians. Gen Z (66 per cent), Gen Y (60 per cent) and Gen X (40 per cent) all cited budgeting and cashflow management […]

By Australian FinTech | FinTech
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Dec
19

Millennials seeking financial advice from millennials

Younger people are shunning their parents and older professionals when it comes to getting guidance on all things financial, a new study has shown. Instead, the research from consumer advocacy group Adviser Ratings has found millennials are seeking other members of their generation to give them a helping hand. “They want to find advisers who […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Dec
14

Sargon Capital acquires listed robo adviser

Decimal Software Limited announced earlier today that the proposed scheme of arrangement between Decimal and its shareholders, in relation to the proposed acquisition of Decimal by Sargon Capital Pty Ltd , was approved by the Federal Court of Australia. Commenting on the transaction, Decimal CEO Damon Watkins said the group is pleased to receive formal […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Dec
12

Australian fintech Ignition forms multi year multi million dollar partnership with tier one bank

Bank of Ireland’s Seán Ó Murchú joined Manish Prasad and Alan Quinlan from Ignition Advice in today launching a new digital advice platform for Irish consumers. Seán Ó Murchú, Director, Wealth Advice and Distribution at Bank of Ireland, said, “Creating a single, digital advice platform will have a transformational impact on the Irish market,”. Ignition […]

By Australian FinTech | Banking . FinTech
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Nov
22

Competition in SMSF market tipped to turn as robots enter

A panel of financial experts have staked their bets on robo-advice as the future of SMSF investment. The panel, which was hosted by the SMSF Association and included representatives from the Australian Taxation Office, ASIC, Investment Trends, SuperConcepts and OpenInvest, emphasised the need for SMSF members to keep up with technological advancements in order to continue […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
16

Fintech should make advice ‘enjoyable’

A software integration firm has highlighted how technology should be about making the client experience of advice more “enjoyable” as well being agile to constantly changing adviser needs. At a media roundtable in Sydney yesterday, YTML director Terri Ho said a lot of emotion is attached to financial advice, however it tends to become really […]

By Reposted by Australian FinTech | FinTech . Investing
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