financial planning

Sep
04

Advice Intelligence launches new world financial planning technology

Advice Intelligence (a.i.) has launched Version 1.0 of it’s software platform to financial advisers across Australia. This launch marks the start of a ‘new world’ financial planning movement that will be crucial for the future success of the advice industry. The new technology enables advisers and their clients to co-create the advice journey together. The […]

By Australian FinTech | FinTech . Investing
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Aug
26

Using tech to drive client goals

The financial planning industry is in a state of transformation following revelations from the Banking Royal Commission and reviews by the Australian Securities and Investments Commission (ASIC). Fees-for-no-service and regulatory negligence will be rightly replaced by goals-based, client-centric advice, and technology will work as a driver. Tech has already infiltrated the industry, evidenced by large […]

By Reposted by Australian FinTech | FinTech . Investing
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Jul
10

Forget Hayne, here’s four ways technology will remake financial advice

Technology’s waves have swamped plenty of other industries, so it’s hardly a surprise they are washing over the provision of financial advice. So much so, there’s talk of yet another “-tech”: as in, AdviceTech. So what’s accelerating the pace of digitisation of financial advice? Four key themes come to mind: First, providers realise the current […]

By Reposted by Australian FinTech | Banking . FinTech . Investing
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Jul
09

Open banking rules fuel financial planning shake-up

The financial planning industry is poised for a shake-up as the government’s plan to make it easier for customers to access banking data drives new technology that will allow advisers to respond in real-time to the changing financial circumstances of their clients. Open banking will also change the financial advice industry by allowing advisers to […]

By Reposted by Australian FinTech | Banking . FinTech
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Jun
28

Younger advisers drive digital client engagement

Financial planners are increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate information, this year’s Planner Technology Report found. The younger generation of planners are driving the digital client experience trend, starting with virtual […]

By Reposted by Australian FinTech | FinTech . Investing
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Jun
18

Britain’s Intelliflo expanding to Australia to take on IRESS

Britain-based wealth management software company Intelliflo is expanding to Australia and intends to aggressively pursue incumbent player IRESS’ customer base and dismantle the $2 billion company’s monopoly in Australia. Intelliflo, which is led by Australian Hamish Purdey, was recently acquired by global investment management company Invesco for an undisclosed sum, giving the business the resources […]

By Reposted by Australian FinTech | FinTech
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May
30

Moneysoft calls on financial planners to help clients understand their expenditure following Royal Commission revelations

Financial planners need to broaden their role and help clients understand their household expenses in the wake of the Royal Commission’s damning revelations. Australian households have racked up record levels of debt as interest rates have been cut to historic lows in recent years, but the Commission heard that most lenders still over-rely on the […]

By Australian FinTech | Banking . FinTech . Investing
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Feb
08

Intiger backs artificial intelligence to woo financial planners

Financial planning tech company Intiger Group (ASX: IAM) has posted an operational market update relating to its recent activities, saying that the future financial planning in Australia lies in automated artificial intelligence (AI) and scalable software. Boosted by a recent product trial deal signed with three of Commonwealth Bank’s largest financial planning subsidiaries, Intiger expects […]

By Reposted by Australian FinTech | ASX . FinTech . Investing
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