financial planning

Mar
21

Midwinter adds Omnium to its Fintech Ecosystem

Midwinter has announced the completion of its integration between AdviceOS and Ominum’s OmniLife. This allows the real-time flow of insurance premium product data from OmniLife into the AdviceOS Fact Find, Client Portal and Statement of Advice generator. It also allows client data from AdviceOS to be pre-populated into OmniLife, ensuring a synchronised connection between the […]

By Australian FinTech | FinTech . Insurance
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Feb
23

Moneysoft grows team to strengthen capabilities

Australian financial technology company, Moneysoft, has boosted its capabilities as a leading provider of Personal Financial Management solutions with four key appointments. Miles Casbier and Indra Bhosale join Moneysoft’s sales team with a wealth of experience in financial services and client relationship management. Craig Fletcher joins the team to head up process and delivery management […]

By Australian FinTech | FinTech
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Feb
23

Optimo Financial releases changes to super software

Sydney-based fintech firm, Optimo Financial is releasing new alterations for its Pathfinder Online superannuation strategy software, ahead of the super changes legislated to apply from 1 July this year. Optimo Financial chief executive, Hugh Bannister, said that the optimisation technology which underpinned the Pathfinder Online software and incorporated tax law, super legislation, family tax benefits, […]

By Reposted by Australian FinTech | FinTech
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Feb
22

Empowering advisers to embrace social media

A recent Midwinter and Jenesis industry survey revealed just under half of the respondents had chosen not to engage in social media because of the associated risk to their business reputation.   Kaplan Professional and Red Marker have been developing the Artemis solution to help financial advisers create and share compliant digital content.   Artemis […]

By Australian FinTech | FinTech
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Feb
21

Digital advice: from robo revolution to enterprise evolution

As digital financial advice gains ever-growing traction among superannuation providers, the hype around “robo-advice” gives way to enterprise-level requirements. Decimal Software CEO Nic Pollock says B2C wealth management and enterprise-grade digital financial advice serve very different needs, and customers. Federal Treasurer Scott Morrison recently told a G20 conference in Germany of his plans to encourage […]

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

Fintech sector falling short on adviser-focused solutions

To the frustration of many Australian financial advisers, the fintech sector has not yet delivered effective tools for the financial planning industry. Most of the current activity in the sector is focused on offering solutions for individuals – and these offerings are struggling to convince consumers to pay directly for them. There is a clear […]

By Australian FinTech | FinTech . Investing
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Feb
16

Decimal, Mercer deal to boost advice engagement

Decimal has announced a new partnership with global consulting firm Mercer to deliver Decimal’s robo-advice platform Eqilize to more than two million Australians and “engage customers who currently don’t seek advice”. In a statement yesterday, Decimal said it will be partnering with global wealth consulting firm Mercer. The deal will see Mercer offer Decimal’s Eqilize […]

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

Dart aims for a United States of Fintech

Australian tech entrepreneurs have launched a new digital home for the global fintech community, providing an agnostic platform that founders hope will one day become the seat for an inclusive and encyclopaedic fintech commonwealth. Founder and CEO, Cameron Dart, told AB+F that the International FinTech platform, combines a web portal and directory to meet growing demand […]

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