Advice

May
24

Midwinter delivers technology to Suncorp Advice

Australian based financial advice technology firm Midwinter has today announced it will deliver technology services for Suncorp’s salaried financial planning business – Suncorp Advice. Midwinter was selected by Suncorp upon review of its financial planning business, which included testing by Suncorp advisers and paraplanners. AdviceOS will provide Suncorp with – Enhanced system capabilities – including […]

By Australian FinTech | Banking . FinTech
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May
21

Advice documents still not clear, concise and effective

Many clients are simply not understanding the advice being presented in Statement of Advice (SoA) documents, because they are still not clear, concise and effective, according to leading fintech, YTML. Over the past three years YTML, which provides a number of advice technology solutions, including a paraplanning service, has seen over 50 different SoA templates. […]

By Australian FinTech | FinTech
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May
21

Pensioners prime market for robo-advice

There is considerable opportunity to provide robo-advice to pensioners seeking affordable, accessible and personalised advice, according to GlobalData. The company’s 2017 Life & UK Pensions Survey found that 63 per cent of individuals accessing financial advice used it to discuss pensions, which usually was through visiting online platforms that provided automated advice. GlobalData pointed to […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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May
18

Sharesight wins 3rd at Benzinga Global Fintech Awards

Sharesight announce they have been awarded third place at the 2018 Benzinga Global Fintech Awards for Best Financial Advisor or Wealth Management Platform! Sharesight are honoured to receive this award as it recognises that they’re revolutionising portfolio tracking for investors and the finance professionals who serve them. Looking at the range of 2018 finalists, Sharesight […]

By Australian FinTech | FinTech . Investing
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May
01

SelfWealth growing in the face of finance industry’s woes

The banking royal commission is currently underway and it’s fair to say that the stories emerging are nothing short of shocking. There’s endless tales of woeful and deceitful financial advice — so bad in fact that that it has even led to families losing their homes. It’s also come to light that for years financial […]

By Reposted by Australian FinTech | ASX . Banking . FinTech . Investing
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Apr
26

Robo-advice platform powers financial advice firm Collins House

Robo-advice platform Clover.com.au has entered an agreement to provide proprietary online financial advice and wealth management technology to private wealth firm, Collins House. Clover chief executive officer and co-founder, Sahil Kaura, said the platform would algorithmically assess information provided by customers to determine if a managed discretionary account (MDA) service was appropriate on a case-by-case […]

By Reposted by Australian FinTech | FinTech . Robo-Advice
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Mar
28

Ignition Wealth announces new CEO Manish Prasad

Ignition Wealth Co-Founder and inaugural CEO Mark Fordree today announced the appointment of Manish Prasad to the role of CEO of Ignition Wealth. “On behalf of the Ignition Wealth Board, executive team and staff, we are extremely pleased to have engaged Manish Prasad to lead Ignition Wealth. Manish is a deeply experienced and well respected […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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Mar
26

Automation the future of financial services

DST System’s Shaun McKenna has told Money Management that there is a growing trend in the financial services industry to achieve wholly or partially automated processing systems. McKenna said in what has been coined the “fourth industrial revolution”, removing costs, implementing technologies and driving automation was the future of the financial services industry, particularly in […]

By Reposted by Australian FinTech | FinTech
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