financial planning

Jul
04

Fortnum Financial Advisers partners with Moneysoft

Moneysoft will provide its digital money management solution to Fortnum Financial Advisers under a new partnership set to boost client engagement and provide greater insights across the advice process. Fortnum will provide the co-branded Moneysoft tool to advisers across its full network, enabling them to empower clients and bolster their financial wellbeing. Fortnum’s Practice Technology […]

By Australian FinTech | FinTech . Investing
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Jun
30

Tom Culver of Goodments wins inaugural EY WAMTech PitchFest

Tom Culver, CEO and Co-Founder of Goodments, has been named as winner of the inaugural EY WAMTech PitchFest for his innovative FinTech solution in response to the problem statement of how to simplify the process for financial advice within the wealth and asset management (WAM) industry. Culver took out the top award among stiff competition […]

By Cameron Dart | FinTech
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Jun
27

Australians embrace FinTech as adoption rates double in just 18 months

Digitally active Australian consumers are embracing FinTech at a rapid pace, with Australia now ranked fifth highest in FinTech adoption among 20 markets surveyed globally, according to the latest EY FinTech Adoption Index. China has the highest level of FinTech adoption globally at 69%, followed by India (52%), the UK (42%) and Brazil (40%), with […]

By Reposted by Australian FinTech | Borrowing . Currency . FinTech . Insurance . Investing . Lending . Payments
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Jun
13

myprosperity and BGL announce integration to provide real time access to a client’s entire financial world

myprosperity, the market leading financial collaboration platform for accountants and advisers, is proud to announce it has completed integration with BGL’s Simple Fund 360, the market leading cloud SMSF solution, to provide a holistic view of a client’s financial world.   myprosperity and BGL Simple Fund 360 clients will now benefit from the ability to […]

By Australian FinTech | FinTech
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Jun
10

Robo-advice finds market in digital-savvy older investors

Hey robo-advisers … You’re looking the wrong way! Millennials have no spare money and don’t care about investing just yet — but older Australian investors are more than ready to play. One survey after another in the US shows older investors are ­actually super keen to examine low-cost digital-based financial services. And closer to home, […]

By Reposted by Australian FinTech | FinTech . Investing . Robo-Advice
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Jun
05

InvestmentLink expands leadership team, targets wealth management education

InvestmentLink, Australia’s largest financial data source, is pleased to announce the appointment of Owen Joyce as the company looks to further develop solutions to assist financial planners, accountants, bookkeepers and mortgage brokers better engage with their retail audience. Owen has two decades of experience in senior sales and general management roles, mainly in the training […]

By Australian FinTech | FinTech
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May
26

YTML: Focus on what you can change

Advice solution and tech provider YTML is calling on advisers to extract more value from their relationship with their software by working in partnership with it. YTML is software agnostic, working with a range of software providers so as to deliver the best solutions to the adviser or licencee. YTML CEO Kevin Liao said it […]

By Australian FinTech | FinTech
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May
25

Dion and Fincast partner to deliver an integrated portfolio management and exchange trading platform

Dion Global Solutions and Fincast Pty Ltd, announced the availability of their integration and operations partnership, which allows clients of Fincast’s cutting edge goal based advisory and portfolio modelling platform to obtain account and holding details from Dion’s rapidly expanding TradeCentre™ platform, perform guided modelling of the portfolio and then automatically generate trades based on […]

By Australian FinTech | FinTech
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