Advice

Mar
14

Australia’s AtlasTrend releases voice-activated finance bot

AtlasTrend, the financial investment platform helping Australians invest in global trends, is launching Australia’s first voice-activated personal investment assistant, Astro, once again challenging traditional institutions and approaches to investing money. One of the first voice-activated fintech bots in Australia, Astro is available on Google Home, Google Home Mini and Google Assistant devices, and uses verbal […]

By Reposted by Australian FinTech | FinTech . Investing
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Mar
09

Cashwerkz term deposit datafeeds now available through XPlan (IRESS).

Cashwerkz now provides a direct feed into XPlan, which enables advisers who hold their clients’ term deposits with Cashwerkz to map this portfolio information into their clients’ XPlan record. The datafeed from Cashwerkz will provide advisers with the ability to comprehensively measure asset allocation, cash exposure and liquidity levels from a total portfolio perspective. This […]

By Australian FinTech | FinTech . Investing
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Feb
13

Moneysoft partners with managedaccounts.com.au

Moneysoft has partnered with managedaccounts.com.au to offer its personal money management solutions to all financial planning practices using the ASX-listed online platform provider. Under the agreement, advisers receive preferential pricing on both Moneysoft Lite and Pro. Those tools enable them to provide additional client services, build greater engagement and unlock further efficiency. Managing director of […]

By Australian FinTech | FinTech . Investing
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Feb
06

Open banking regime to boost advice

Australia’s open banking regime will fundamentally change the way financial advisers interact with consumers but several hurdles must be cleared before any true potential is realised. The expected multi-billion dollar implementation of open banking will give consumers greater access to and control over their banking data – allowing them to share it with wealth managers […]

By Reposted by Australian FinTech | FinTech
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Feb
05

Robo-advice provider inks deal with Class

An Australian robo-advice provider is partnering with Class to enhance its investment and tax reporting facilities. Class chief executive Kevin Bungard said the new arrangement with Six Park is “another great example of an innovative fintech solution which supports investors with effective investment decision-making, providing a daily up-to-date view of investment data and detailed tax […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jan
31

IFM increases stake in Decimal

An Australian-based global fund manager has increased its stake in robo-adviser Decimal, signalling renewed confidence that superannuation funds are embracing digital financial advice. IFM Investors bumped up its holdings in the ASX-listed firm via an ordinary share placement of 28,900,000 at $0.03 per share. This takes its initial 6.5% shareholding to 15%. The placement agreement […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jan
30

Best interests duty extends to cryptocurrencies

Financial advisers’ will need to be well versed in cryptocurrencies such as bitcoin and ethereum despite them not being considered financial products, a compliance consultant has warned. Speaking to ifa, Assured Support principal Sean Graham said the increasing popularity of cryptocurrencies poses a number of challenges for financial advisers. “The problem is that it’s mums […]

By Reposted by Australian FinTech | Bitcoin . FinTech . Investing
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Jan
15

Compare Your Life’s iFace Technology is embraced by users

Melbourne based firm Save U has partnered with Cloud technology provider iFace (Compare Your Life) to start consolidating the need for multiple software applications. Save U’s CEO, Stephen Clarkson is impressed with the efficiencies the software has brought to his business.   ‘Our decision to purchase was made in the initial presentation, as the quality […]

By Australian FinTech | FinTech . Insurance
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