financial planning

Nov
17

Acurity Online to launch actionable advice solution for superannuation funds

IRESS has accelerated online superannuation portal Acurity Online to draw on IRESS’ advice technology to demonstrate the direction of integration for Acurity and XPLAN, and enhance member engagement. The announcement follows IRESS’ acquisition of Financial Synergy last month. The solutions draw on XPLAN’s multi-channel advice technology. Acurity Online is an online superannuation portal for members, […]

By Australian FinTech | FinTech . Investing
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Nov
08

Moneysoft launches new package designed to boost client engagement, satisfaction and revenue

Leading personal financial management (PFM) software provider Moneysoft has launched a complete package of resources and tools to help financial advisers introduce an effective, profitable budgeting and cashflow management service to their clientbase. Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and […]

By Australian FinTech | FinTech . Investing
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Nov
07

New tech solution for advisers

Fintech firm, Your Technology Made Lite (YTML), is integrating its Highlighter platform technology for advisers’ in-house Excel solutions to boost accessibility and integration with online systems. YTML chief executive, Kevin Liao, said that Highlighter had already been used for advice web apps and automated with an adviser’s existing IP. “Highlighter automates the development of a […]

By Reposted by Australian FinTech | FinTech . Investing
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Nov
04

Fintech launches robo-planner for SMSFs

Australian fintech start-up, A.S.A.P, is launching a digital advisory platform for SMSFs in response to the removal of the accountants’ exemption from the financial services licensing regime. A.S.A.P chief executive, Jim Hennington, said that the eponymous platform had been developed to fit the changing needs of SMSF clients and accountants. “We… have found a way […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Nov
03

EY FinTech Australia Census 2016

FinTech Australia and EY Sweeney release the most comprehensive analysis of Australia’s fintech ecosystem to date, the EY FinTech Australia Census 2016 FinTech Australia and EY Sweeney are today releasing the inaugural EY FinTech Australia Census 2016, the most comprehensive and detailed report on the Australian fintech industry to date. The research was formally launched […]

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BigFuture and Booster Launch Strategic Partnership

BigFuture Pty Limited and Booster Financial Services Limited are pleased to announce their strategic partnership.   Booster, a New Zealand based financial services company, will implement BigFuture’s current technology and work with BigFuture to create the next wave of technology for financial advisors. Booster will take up to a 20% equity stake in BigFuture, pay an […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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Oct
20

Findex launches Family Office in Australia

Findex, Australia’s largest privately owned accountancy and financial advisory firm, today launched Family Office, an entirely new financial offering that gives individuals and businesses a single point of contact to build and maintain their wealth. For the first time, clients of Findex will gain access to their own office of financial and business advisory specialists […]

By Australian FinTech | FinTech . Investing
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Oct
18

InvestmentLink signs Harmonee as first data grant recipient

InvestmentLink, Australia’s largest independent financial data source, today announced financial planning software developer Harmonee as the first recipient of the company’s data grant. The grant is designed to support emerging companies in the Australian fintech sector and provides access to a feed of financial account and investment fund data at no cost for a period […]

By Australian FinTech | FinTech . Investing
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