financial planning

Aug
01

Super sector split on fintech opportunity

Superannuation funds were split into “two clear camps” when it came to dealing with fintech disruption, with half the industry pushing to integrate new technologies into their business, while the other half was running scared from the potential risks of partnering with fintechs, according to PractiFI. Speaking to financialobserver, PractiFI chief executive Glenn Elliott said […]

By Reposted by Australian FinTech | FinTech . Investing
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Jul
25

Search for 2017 Fintech 100 innovators kicks off

Nominations are now open for the 2017 KPMG & H2 Ventures Fintech 100, the annual list designed to recognize leading fintech innovators.   Visit www.fintechinnovators.com by Thursday, 31 August 2017 and nominate your company, or any fintech you think should be considered for the Fintech 100.   The Fintech100, available at www.fintechinnovators.com, is compiled by […]

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Jul
19

New fund Super Simplifier promises hybrid between traditional super and SMSF

Superannuation savers who want more control than that what is offered by a traditional super fund, but don’t want to invest in property or start a DIY super fund, are being targeted by a new superannuation fund that promises a hybrid of the two most common super options. Shannon Bernasconi, the managing director of fintech […]

By Reposted by Australian FinTech | FinTech . Investing
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Jul
18

Ignition Wealth launches low cost high compliance SMSF appropriateness tool

CEO Mark Fordree today announced the launch of the Ignition Wealth SMSF Appropriateness tool, a software technology solution automating the administration of the SMSF appropriateness process.   “This is a client-centric solution that ensures that investors considering establishing an SMSF are engaged, educated and empowered. It offers a low-cost easy to use solution.”. Mark Fordree, […]

By Australian FinTech | FinTech . Investing
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Jul
18

FinPal and Moneysoft announce client data partnership

Fintech firms FinPal and Moneysoft will now be working together to streamline FinPal’s financial planning software system by adding real-time client data. The development teams of both companies have already started working together and is scheduled to announce the first few integrations in the coming months. FinPal chief executive Stephen Handley stated that the partnership […]

By Reposted by Australian FinTech | FinTech
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Jul
14

Fintech players winning with disappointed advisers

Newer advice technology providers have defeated their more established competitors in securing the top spot for adviser platform satisfaction, despite industry-wide disappointment in current tech options. According to the latest Investment Trends Planner Technology Report, newer platforms are gaining momentum in the industry and threatening more established players. CFS FirstChoice and BT Wrap are the […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jul
11

Midwinter launches Kamino – cyber security service for advisers and accountants

Australian based financial services technology provider Midwinter has today announced the upcoming launch of Kamino, a cyber security service for financial advisers and accountants. The offering will include vulnerability assessments, penetration testing and ongoing monitoring in order for accounting, advice practices and licensees to assess the strengths and weakness of their systems. Midwinter saw an […]

By Australian FinTech | FinTech
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Jul
06

Optimo introduces robo platform

Optimo Financial is releasing its online financial modelling solution for advisers as it aims to make the provision of goals-based advice more seamless. The Optimo Pathfinder personal finance modelling system is now available to dealer groups, financial advisers and paraplanners, using an algorithm developed with a goal orientated approach. In a statement, Optimo said the […]

By Australian FinTech | FinTech . Investing . Robo-Advice
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