Advice

Oct
12

InvestmentLink provides Midwinter advisers with real-time access to client data

InvestmentLink, Australia’s largest independent financial data source, today announced Midwinter as the first financial planning software company to use the new RealTime (ILRT) data service. ILRT has been specifically developed for the growing fintech sector, providing advisers with enhanced access to client data via their software providers. ILRT extends the range of data feeds that […]

By Australian FinTech | FinTech . Investing
DETAIL
Aug
31

ASIC lays out robo-advice rules for financial services

The corporate watchdog has published its guidelines for financial services companies offering so-called robo-advice in the burgeoning automated advice sector. The Australian Securities and Investments Commission has laid out what constitutes personal advice as opposed to general advice to clarify when an Australian financial services (AFS) licence is required by companies providing automated advice using […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
DETAIL
Aug
23

Class partners with MA Operator

Class, the developer of Class Super and Class Portfolio, has partnered with MA Operator, a new fintech which provides managed account and direct client portfolio services for financial advisers.   The partnership will enable Class users to securely and instantly automate client data entry and synchronise transactions in MA Operator. This will further increase the […]

By Australian FinTech | FinTech
DETAIL
Aug
11

The fintechs targeting SMEs

Fintech companies have increasingly started targeting SMEs looking for ways to finance their businesses, but fintechs shouldn’t expect a revolution without a few setbacks. At least, that’s the view of some of the industry’s own experts and participants. With the market having had a few years to run its course, digital lenders, payment platforms and […]

By Reposted by Australian FinTech | Borrowing . FinTech . Lending . Payments
DETAIL
Aug
03

Rubik joins forces with Class

Rubik Financial Limited (ASX: RFL), a leading fintech company delivering innovative banking, wealth and mortgage solutions to the financial services industry, has partnered with Class Super Pty Ltd, to provide advice technology for accountants who are limited licence holders. The partnership is a timely one given the change to regulation as part of the FOFA […]

By Australian FinTech | FinTech . Investing . Mortgage . Robo-Advice
DETAIL
Aug
02

Stockspot integrates with Class to provide accountants a direct data-feed for SMSFs

Stockspot, Australia’s leading automated investment adviser and fund manager, today announced an integration with Class Super, the leading provider of cloud SMSF administration software.   The integration will provide SMSF accountants and their clients with a direct data connection from Stockspot to Class enabling income processing and enabling investment tax reporting. Accountants will be able […]

By Australian FinTech | FinTech . Investing . Robo-Advice
DETAIL
Jul
27

Stockspot launches AI for financial advice

Local automated investment adviser and fund manager Stockspot has announced a move into artificial intelligence and machine learning, launching what it says is Australia’s first digital financial assistant. Stockspot founder and CEO Chris Brycki said the AI functionality analysed the data of thousands of clients and made targeted recommendations, helping investors optimise their portfolio as […]

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

New fintech fills the void of efficiency and independence for managed accounts

MA Operator, a brand new technology for financial advisers, launched in Sydney today. The firm provides three different services on the same comprehensive platform and low-cost model: A complete service for managed discretionary accounts (MDAs), including risk and compliance management, which replaces numerous systems and processes advisers currently need to use to offer MDAs to […]

By Australian FinTech | FinTech
DETAIL